Doug Smith Autoplex, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Doug Smith Autoplex, 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, Doug Smith Autoplex, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Doug Smith Autoplex, Inc. under EIN 87-0461972 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $17,530,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Doug Smith Autoplex, Inc.
EIN
87-0461972
Plan number
001
Plan type
2
Location
American Fork, UT
Latest filing year
2023
Participants
230
End-of-year plan assets
$17,530,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20240729174249NAL0030435360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,530,709
Total liabilities (EOY)
$0
Net assets (EOY)
$17,530,709
Net assets (BOY)
$15,196,614

Income & contributions

Employer contributions
$295,727
Participant contributions
$1,083,557
Total contributions
$1,379,284
Total income / additions
$3,642,135

Expenses & distributions

Benefits paid
$1,239,523
Administrative expenses
$68,517
Total expenses
$1,308,040
Net increase / (decrease)
$2,334,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$68,517$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$32,3222023

Related Form 5500 pages