St. Johnsbury Automobile Company 401(K) P/S Trust — Form 5500 plan (St. Johnsbury Subaru 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, St. Johnsbury Automobile Company 401(K) P/S Trust is a benefit plan reported by St. Johnsbury Subaru LLC under EIN 56-2431931 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $5,911,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Johnsbury Subaru LLC
- EIN
- 56-2431931
- Plan number
- 001
- Plan type
- 2
- Location
- St. Johnsbury, VT
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $5,911,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20240916085506NAL0000942867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,911,999
- Total liabilities (EOY)
- $534
- Net assets (EOY)
- $5,911,465
- Net assets (BOY)
- $4,766,834
Income & contributions
- Employer contributions
- $235,902
- Participant contributions
- $645,732
- Total contributions
- $881,634
- Total income / additions
- $1,700,622
Expenses & distributions
- Benefits paid
- $490,681
- Administrative expenses
- $65,310
- Total expenses
- $555,991
- Net increase / (decrease)
- $1,144,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORD KEEPER | $37,681 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $25,037 | $0 | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISORY PLAN | $2,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Johnsbury Subaru LLC
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in St. Johnsbury, VT
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation