Shelor Automotive Group 401(K) Plan & Profit Sharing Trust — Form 5500 plan (Shelor Motor Mile, 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, Shelor Automotive Group 401(K) Plan & Profit Sharing Trust is a benefit plan reported by Shelor Motor Mile, Inc. under EIN 54-2034939 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $18,939,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelor Motor Mile, Inc.
- EIN
- 54-2034939
- Plan number
- 001
- Plan type
- 2
- Location
- Christiansburg, VA
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $18,939,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20240918080256NAL0009029090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,939,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,939,162
- Net assets (BOY)
- $15,358,838
Income & contributions
- Participant contributions
- $1,471,016
- Total contributions
- $1,471,016
- Total income / additions
- $4,212,749
Expenses & distributions
- Benefits paid
- $518,847
- Administrative expenses
- $101,129
- Total expenses
- $632,425
- Net increase / (decrease)
- $3,580,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $62,900 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $38,228 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shelor Motor Mile, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Christiansburg, VA
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation