Plan5500

Bush Auto Group Retirement Fund — Form 5500 plan (Infiniti Of West Chester, 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, Bush Auto Group Retirement Fund is a benefit plan reported by Infiniti Of West Chester, Inc. under EIN 73-1670629 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $6,769,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Infiniti Of West Chester, Inc.
EIN
73-1670629
Plan number
001
Plan type
3
Location
West Chester, PA
Latest filing year
2023
Participants
195
End-of-year plan assets
$6,769,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240808130804NAL0005078513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,769,389
Total liabilities (EOY)
$7
Net assets (EOY)
$6,769,382
Net assets (BOY)
$6,172,204

Income & contributions

Employer contributions
$75,626
Participant contributions
$496,068
Total contributions
$571,694
Total income / additions
$1,574,556

Expenses & distributions

Benefits paid
$920,920
Administrative expenses
$47,357
Total expenses
$977,378
Net increase / (decrease)
$597,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD KEEPER$36,289$02023
Delaware Valley Retirement, Inc.THIRD PARTY ADMINISTRATOR$6,046not reported in the loaded dataset2023
Iron-Co-Fid--TraditionalINVESTMENT MGR$5,022not reported in the loaded dataset2023

Related Form 5500 pages