Gb Auto Service, Inc. 401(K) Plan — Form 5500 plan (Gb Auto Service, 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, Gb Auto Service, Inc. 401(K) Plan is a benefit plan reported by Gb Auto Service, Inc. under EIN 82-3087766 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,217 participants and $44,723,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gb Auto Service, Inc.
- EIN
- 82-3087766
- Plan number
- 002
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 3,217
- End-of-year plan assets
- $44,723,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,217 | H, C | 20241010081706NAL0011291139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,723,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,723,454
- Net assets (BOY)
- $31,977,283
Income & contributions
- Employer contributions
- $2,218,786
- Participant contributions
- $6,431,469
- Total contributions
- $11,988,943
- Total income / additions
- $17,809,168
Expenses & distributions
- Benefits paid
- $5,405,545
- Administrative expenses
- $276,213
- Total expenses
- $5,757,469
- Net increase / (decrease)
- $12,051,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $90,204 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $69,852 | $0 | 2023 |
| Alliance Benefit Group Of Houston | CONTRACT ADMIN | $55,730 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,929 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise LLC | INVESTMENT ADVISOR | $20,999 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gb Auto Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Ubs Financial Services Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fiduciary Wise LLC — Schedule C compensation