Home Run Auto Group 401(K) Plan — Form 5500 plan (Home Run Auto Group)
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, Home Run Auto Group 401(K) Plan is a benefit plan reported by Home Run Auto Group under EIN 39-1173671 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $12,672,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Run Auto Group
- EIN
- 39-1173671
- Plan number
- 001
- Plan type
- 2
- Location
- Janesville, WI
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $12,672,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241008164319NAL0029272400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,672,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,672,164
- Net assets (BOY)
- $11,359,057
Income & contributions
- Employer contributions
- $243,155
- Participant contributions
- $981,546
- Total contributions
- $1,224,701
- Total income / additions
- $2,894,071
Expenses & distributions
- Benefits paid
- $1,493,704
- Administrative expenses
- $62,964
- Total expenses
- $1,580,964
- Net increase / (decrease)
- $1,313,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,134 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $16,275 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,555 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home Run Auto Group
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Janesville, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation