Casey Auto Group 401(K) Profit Sharing Plan — Form 5500 plan (Casey Auto Group, 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, Casey Auto Group 401(K) Profit Sharing Plan is a benefit plan reported by Casey Auto Group, Inc. under EIN 54-1423677 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $23,609,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casey Auto Group, Inc.
EIN
54-1423677
Plan number
001
Plan type
2
Location
Newport News, VA
Latest filing year
2023
Participants
513
End-of-year plan assets
$23,609,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023513H, C20240924103028NAL0025921282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,609,445
Total liabilities (EOY)
$0
Net assets (EOY)
$23,609,445
Net assets (BOY)
$21,365,141

Income & contributions

Employer contributions
$376,123
Participant contributions
$1,117,394
Total contributions
$1,696,866
Total income / additions
$5,507,322

Expenses & distributions

Benefits paid
$3,181,881
Administrative expenses
$81,137
Total expenses
$3,263,018
Net increase / (decrease)
$2,244,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$40,923$02023
Ubs Financial Services, Inc.INVESTMENT ADVISORY$35,000not reported in the loaded dataset2023
Pbmares, LlpTPA$25,624not reported in the loaded dataset2023

Related Form 5500 pages