Bob Poynter Auto Group 401(K) Retirement Plan — Form 5500 plan (Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bob Poynter Auto Group 401(K) Retirement Plan is a benefit plan reported by Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. under EIN 35-1464161 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $6,778,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc.
EIN
35-1464161
Plan number
001
Plan type
2
Location
Seymour, IN
Latest filing year
2023
Participants
149
End-of-year plan assets
$6,778,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241015173213NAL0029259345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,778,259
Total liabilities (EOY)
$0
Net assets (EOY)
$6,778,259
Net assets (BOY)
$5,623,135

Income & contributions

Employer contributions
$112,092
Participant contributions
$626,115
Total contributions
$738,207
Total income / additions
$1,784,752

Expenses & distributions

Benefits paid
$600,870
Administrative expenses
$28,758
Total expenses
$629,628
Net increase / (decrease)
$1,155,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Investment AdvNONE$23,683not reported in the loaded dataset2023
Stancorp Financial GroupNONE$15,242not reported in the loaded dataset2023

Related Form 5500 pages