Mike Shannon Automotive Inc. Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Holiday Auto)
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, Mike Shannon Automotive Inc. Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Holiday Auto under EIN 39-0789560 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $17,619,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holiday Auto
- EIN
- 39-0789560
- Plan number
- 001
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $17,619,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241014122901NAL0027269025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,619,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,619,442
- Net assets (BOY)
- $14,891,494
Income & contributions
- Employer contributions
- $192,121
- Participant contributions
- $1,327,808
- Total contributions
- $1,744,590
- Total income / additions
- $4,156,696
Expenses & distributions
- Benefits paid
- $1,348,472
- Administrative expenses
- $74,095
- Total expenses
- $1,428,748
- Net increase / (decrease)
- $2,727,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nyhart | NONE | $39,597 | not reported in the loaded dataset | 2023 |
| National Exchange Bank And Trust | NONE | $34,295 | not reported in the loaded dataset | 2023 |