Plan5500

Sutton Auto Team Retirement Plan — Form 5500 plan (Sutton Ford, 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, Sutton Auto Team Retirement Plan is a benefit plan reported by Sutton Ford, Inc. under EIN 36-3669281 and plan number 003. The latest loaded filing year is 2023. The filing reports 322 participants and $8,856,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutton Ford, Inc.
EIN
36-3669281
Plan number
003
Plan type
2
Location
Matteson, IL
Latest filing year
2023
Participants
322
End-of-year plan assets
$8,856,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20250630135558NAL0011236545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,856,550
Total liabilities (EOY)
$0
Net assets (EOY)
$8,856,550
Net assets (BOY)
$5,320,016

Income & contributions

Employer contributions
$292,850
Participant contributions
$957,843
Total contributions
$2,728,709
Total income / additions
$3,775,522

Expenses & distributions

Benefits paid
$196,749
Administrative expenses
$42,239
Total expenses
$238,988
Net increase / (decrease)
$3,536,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Correll Co.RECORDKEEPER$27,052$02023
Mesirow Financial, Inc.INVESTMENT SERVICES$15,187$02023

Related Form 5500 pages