Jackson Automotive Group 401(K) Plan — Form 5500 plan (Jackson Automotive 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, Jackson Automotive Group 401(K) Plan is a benefit plan reported by Jackson Automotive Group under EIN 58-0656141 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $5,318,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Automotive Group
- EIN
- 58-0656141
- Plan number
- 001
- Plan type
- 2
- Location
- Macon, GA
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $5,318,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241011090504NAL0010751523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,318,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,318,322
- Net assets (BOY)
- $3,884,183
Income & contributions
- Employer contributions
- $235,488
- Participant contributions
- $693,341
- Total contributions
- $972,271
- Total income / additions
- $1,616,127
Expenses & distributions
- Benefits paid
- $159,947
- Administrative expenses
- $1,453
- Total expenses
- $181,988
- Net increase / (decrease)
- $1,434,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Manageme | SERVICE PROVIDER | $0 | $22,730 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,401 | $0 | 2023 |