Bayside Auto Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bayside 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, Bayside Auto Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bayside Auto Group under EIN 52-1664217 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $12,373,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bayside Auto Group
- EIN
- 52-1664217
- Plan number
- 001
- Plan type
- 2
- Location
- Prince Frederick, MD
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $12,373,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240731124652NAL0014315955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,373,647
- Net assets (EOY)
- $12,373,647
- Net assets (BOY)
- $10,611,369
Income & contributions
- Employer contributions
- $485,643
- Participant contributions
- $910,919
- Total contributions
- $1,834,467
- Total income / additions
- $3,534,994
Expenses & distributions
- Benefits paid
- $1,721,119
- Administrative expenses
- $50,589
- Total expenses
- $1,772,716
- Net increase / (decrease)
- $1,762,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY- PLAN | $28,608 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORD KEEPER | $19,669 | $0 | 2023 |