Northeast Scottsdale Auto Group 401(K) Plan — Form 5500 plan (Northeast Scottsdale Auto Group, Inc. Dba Greulich'S Auto)
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, Northeast Scottsdale Auto Group 401(K) Plan is a benefit plan reported by Northeast Scottsdale Auto Group, Inc. Dba Greulich'S Auto under EIN 86-0672685 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $3,611,234 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.6MPlan net assets, end of year$3,611,234
Participants198Covered participants reported
Assets / participant$18.2KComputed: assets ÷ participants$18,239 (computed)
Provider compensation$3.1K2 Schedule C provider row(s)$3,078
- Plan sponsor
- Northeast Scottsdale Auto Group, Inc. Dba Greulich'S Auto
- EIN
- 86-0672685
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241010162722NAL0041542402001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,611,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,611,234
- Net assets (BOY)
- $2,758,847
Income & contributions
- Employer contributions
- $113,260
- Participant contributions
- $487,567
- Total contributions
- $744,250
- Total income / additions
- $1,325,617
Expenses & distributions
- Benefits paid
- $443,637
- Administrative expenses
- $29,593
- Total expenses
- $473,230
- Net increase / (decrease)
- $852,387
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co (U.S | SERVICE PROVIDER | $3,078 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |