Shottenkirk 401(K) Retirement Savings Plan — Form 5500 plan (Shottenkirk 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, Shottenkirk 401(K) Retirement Savings Plan is a benefit plan reported by Shottenkirk Automotive Group, Inc. under EIN 80-0014964 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $35,433,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shottenkirk Automotive Group, Inc.
EIN
80-0014964
Plan number
001
Plan type
2
Location
West Burlington, IA
Latest filing year
2023
Participants
836
End-of-year plan assets
$35,433,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023836H, C20241012113939NAL0011724147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,433,907
Total liabilities (EOY)
$0
Net assets (EOY)
$35,433,907
Net assets (BOY)
$27,595,778

Income & contributions

Employer contributions
$611,604
Participant contributions
$4,341,901
Total contributions
$5,446,480
Total income / additions
$10,446,404

Expenses & distributions

Benefits paid
$2,598,268
Administrative expenses
$6,631
Total expenses
$2,608,275
Net increase / (decrease)
$7,838,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$0$70,4182023
Fidelity Investments InstitutionalRECORDKEEPER$6,631$02023

Related Form 5500 pages