Warren Henry Automobiles, Inc. 401(K) Plan — Form 5500 plan (Warren Henry Automobiles, 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, Warren Henry Automobiles, Inc. 401(K) Plan is a benefit plan reported by Warren Henry Automobiles, Inc. under EIN 59-2594999 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $14,834,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warren Henry Automobiles, Inc.
EIN
59-2594999
Plan number
001
Plan type
2
Location
North Miami, FL
Latest filing year
2023
Participants
521
End-of-year plan assets
$14,834,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023521H, C20241023102245NAL0002669187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,834,288
Total liabilities (EOY)
$4,056
Net assets (EOY)
$14,830,232
Net assets (BOY)
$11,244,842

Income & contributions

Employer contributions
$439,466
Participant contributions
$2,281,668
Total contributions
$2,774,120
Total income / additions
$4,900,154

Expenses & distributions

Benefits paid
$1,240,563
Administrative expenses
$38,927
Total expenses
$1,314,764
Net increase / (decrease)
$3,585,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$25,000$02023
Adp, Inc.RECORD KEEPER$13,926$02023

Related Form 5500 pages