Sullivan Automotive Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sullivan Automotive Group, 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, Sullivan Automotive Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sullivan Automotive Group, Inc. under EIN 59-3604074 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $7,450,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sullivan Automotive Group, Inc.
- EIN
- 59-3604074
- Plan number
- 001
- Plan type
- 2
- Location
- Ocala, FL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $7,450,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20250501192728NAL0005632240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,450,288
- Total liabilities (EOY)
- $25,010
- Net assets (EOY)
- $7,425,278
- Net assets (BOY)
- $7,042,334
Income & contributions
- Employer contributions
- $60,996
- Participant contributions
- $504,927
- Total contributions
- $569,108
- Total income / additions
- $1,434,043
Expenses & distributions
- Benefits paid
- $947,315
- Administrative expenses
- $36,926
- Total expenses
- $1,051,099
- Net increase / (decrease)
- $382,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James Moore & Co | ACCOUNTANT/AU DITOR | $17,475 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,524 | $0 | 2023 |
| Bates & Company | CONTRACT ADMIN | $6,066 | $3,520 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $438 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sullivan Automotive Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ocala, FL
- James Moore & Co — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Bates & Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation