Gerald Auto Group 401(K) Plan & Trust — Form 5500 plan (Gerald Nissan Of North Aurora, 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, Gerald Auto Group 401(K) Plan & Trust is a benefit plan reported by Gerald Nissan Of North Aurora, Inc. under EIN 36-4162660 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $31,466,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerald Nissan Of North Aurora, Inc.
- EIN
- 36-4162660
- Plan number
- 001
- Plan type
- 2
- Location
- North Aurora, IL
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $31,466,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20241015104517NAL0057060370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,466,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,466,727
- Net assets (BOY)
- $24,797,979
Income & contributions
- Employer contributions
- $1,061,701
- Participant contributions
- $2,758,152
- Total contributions
- $3,944,347
- Total income / additions
- $8,155,971
Expenses & distributions
- Benefits paid
- $1,370,750
- Administrative expenses
- $113,998
- Total expenses
- $1,487,223
- Net increase / (decrease)
- $6,668,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $81,844 | not reported in the loaded dataset | 2023 |
| Wintrust Investments, LLC | FINANCIAL ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $1 | $15,267 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gerald Nissan Of North Aurora, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in North Aurora, IL
- Alliance Pension Consultants, LLC — Schedule C compensation
- Wintrust Investments, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation