Crews Auto Group 401(K) Plan — Form 5500 plan (Soc LLC)
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, Crews Auto Group 401(K) Plan is a benefit plan reported by Soc LLC under EIN 56-2277691 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $7,443,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Soc LLC
- EIN
- 56-2277691
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 200
- End-of-year plan assets
- $7,443,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20240806085329NAL0002255969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,443,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,443,780
- Net assets (BOY)
- $5,869,354
Income & contributions
- Employer contributions
- $164,751
- Participant contributions
- $705,129
- Total contributions
- $869,880
- Total income / additions
- $1,952,226
Expenses & distributions
- Benefits paid
- $291,514
- Administrative expenses
- $82,821
- Total expenses
- $377,800
- Net increase / (decrease)
- $1,574,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $46,228 | $0 | 2023 |
| Truist Investment Srvcs | BROKER | $25,265 | not reported in the loaded dataset | 2023 |
| Trinity Pension Group, LLC | THIRD PARTY ADMIN | $11,328 | $5,125 | 2023 |