Anderson Automotive Retirement Plan — Form 5500 plan (Anderson Nissan 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, Anderson Automotive Retirement Plan is a benefit plan reported by Anderson Nissan Inc. under EIN 36-2691426 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $21,774,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anderson Nissan Inc.
- EIN
- 36-2691426
- Plan number
- 001
- Plan type
- 2
- Location
- Loves Park, IL
- Latest filing year
- 2023
- Participants
- 321
- End-of-year plan assets
- $21,774,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20241015132332NAL0028562577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,774,901
- Total liabilities (EOY)
- $16,316
- Net assets (EOY)
- $21,758,585
- Net assets (BOY)
- $18,391,454
Income & contributions
- Employer contributions
- $572,480
- Participant contributions
- $1,362,944
- Total contributions
- $1,935,424
- Total income / additions
- $4,919,945
Expenses & distributions
- Benefits paid
- $1,463,326
- Administrative expenses
- $73,172
- Total expenses
- $1,552,814
- Net increase / (decrease)
- $3,367,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Midland States Bank | NONE | $72,596 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,719 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |