Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral Plan — Form 5500 plan (Heyward Allen Motor Company, 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, Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral Plan is a benefit plan reported by Heyward Allen Motor Company, Inc. under EIN 58-1085509 and plan number 004. The latest loaded filing year is 2023. The filing reports 208 participants and $10,107,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heyward Allen Motor Company, Inc.
- EIN
- 58-1085509
- Plan number
- 004
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $10,107,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241014162627NAL0027854545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,107,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,107,442
- Net assets (BOY)
- $7,768,736
Income & contributions
- Employer contributions
- $359,465
- Participant contributions
- $748,147
- Total contributions
- $1,397,462
- Total income / additions
- $2,732,303
Expenses & distributions
- Benefits paid
- $244,615
- Administrative expenses
- $42,280
- Total expenses
- $393,597
- Net increase / (decrease)
- $2,338,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,809 | $0 | 2023 |
| Nwam LLC Dba Northwest Asset Manage | INVESTMENT ADVISOR | $12,924 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,547 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heyward Allen Motor Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Athens, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nwam LLC Dba Northwest Asset Manage — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation