U.S. Auto Group Limited 401(K) Plan — Form 5500 plan (U. S. Auto Group Limited)
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, U.S. Auto Group Limited 401(K) Plan is a benefit plan reported by U. S. Auto Group Limited under EIN 38-2517690 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $8,865,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U. S. Auto Group Limited
- EIN
- 38-2517690
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $8,865,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241009102127NAL0010521651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,865,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,865,766
- Net assets (BOY)
- $7,595,685
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $934,180
- Total contributions
- $964,269
- Total income / additions
- $2,494,255
Expenses & distributions
- Benefits paid
- $1,203,407
- Administrative expenses
- $17,922
- Total expenses
- $1,224,174
- Net increase / (decrease)
- $1,270,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janz & Knight | AUDITOR | $13,265 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,327 | $0 | 2023 |