Advanced Auto Trends Employee Savings And Retirement Plan — Form 5500 plan (Advanced Auto Trends, 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, Advanced Auto Trends Employee Savings And Retirement Plan is a benefit plan reported by Advanced Auto Trends, Inc. under EIN 38-2300598 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $5,780,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advanced Auto Trends, Inc.
EIN
38-2300598
Plan number
002
Plan type
2
Location
Oxford, MI
Latest filing year
2023
Participants
195
End-of-year plan assets
$5,780,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240925122301NAL0005442883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,780,236
Total liabilities (EOY)
$0
Net assets (EOY)
$5,780,236
Net assets (BOY)
$5,447,542

Income & contributions

Employer contributions
$0
Participant contributions
$340,407
Total contributions
$340,407
Total income / additions
$1,009,327

Expenses & distributions

Benefits paid
$653,143
Administrative expenses
$22,000
Total expenses
$676,633
Net increase / (decrease)
$332,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Freedman & Goldberg Cpas PcAUDITOR$22,000not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages