Plan5500

Auffenberg Employees 401(K) Plan And Trust — Form 5500 plan (Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, 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, Auffenberg Employees 401(K) Plan And Trust is a benefit plan reported by Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. under EIN 37-0744881 and plan number 003. The latest loaded filing year is 2023. The filing reports 390 participants and $13,678,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc.
EIN
37-0744881
Plan number
003
Plan type
2
Location
O Fallon, IL
Latest filing year
2023
Participants
390
End-of-year plan assets
$13,678,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20241007150549NAL0007706931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,678,197
Total liabilities (EOY)
$0
Net assets (EOY)
$13,678,197
Net assets (BOY)
$11,357,891

Income & contributions

Employer contributions
$311,273
Participant contributions
$1,033,797
Total contributions
$1,682,780
Total income / additions
$3,923,260

Expenses & distributions

Benefits paid
$1,478,708
Administrative expenses
$86,854
Total expenses
$1,602,954
Net increase / (decrease)
$2,320,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Proffesional Capital Services, LLCCONTRACT ADMINISTRATOR$45,614not reported in the loaded dataset2023
Diversified FinancialINVESTMENT ADVISOR$41,240not reported in the loaded dataset2023

Related Form 5500 pages