Step One Automotive Group LLC 401(K) Plan — Form 5500 plan (Step One Automotive Group LLC)
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, Step One Automotive Group LLC 401(K) Plan is a benefit plan reported by Step One Automotive Group LLC under EIN 81-5293402 and plan number 001. The latest loaded filing year is 2023. The filing reports 715 participants and $7,292,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Step One Automotive Group LLC
- EIN
- 81-5293402
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 715
- End-of-year plan assets
- $7,292,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 715 | H, C | 20241011150619NAL0012660131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,292,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,292,142
- Net assets (BOY)
- $6,188,806
Income & contributions
- Employer contributions
- $308,327
- Participant contributions
- $1,269,823
- Total contributions
- $1,587,064
- Total income / additions
- $2,535,990
Expenses & distributions
- Benefits paid
- $1,294,179
- Administrative expenses
- $15,066
- Total expenses
- $1,432,654
- Net increase / (decrease)
- $1,103,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $93,665 | not reported in the loaded dataset | 2023 |