Neil Huffman Volkswagen, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Neil Huffman Volkswagen, 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, Neil Huffman Volkswagen, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Neil Huffman Volkswagen, Inc. under EIN 61-0674549 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $7,753,556 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neil Huffman Volkswagen, Inc.
EIN
61-0674549
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
234
End-of-year plan assets
$7,753,556

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20240724101959NAL0012835745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,753,556
Total liabilities (EOY)
$0
Net assets (EOY)
$7,753,556
Net assets (BOY)
$6,119,917

Income & contributions

Employer contributions
$176,912
Participant contributions
$712,984
Total contributions
$935,511
Total income / additions
$1,861,650

Expenses & distributions

Benefits paid
$140,283
Administrative expenses
$31,201
Total expenses
$228,011
Net increase / (decrease)
$1,633,639

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliancebernstein LpINVESTMENT ADVISOR$19,192not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$12,009$02023

Related Form 5500 pages