Automotive Industries Individual Account Retirement Plan — Form 5500 plan (Bd Of Trustees, Automotive Ind. Individual Account)
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, Automotive Industries Individual Account Retirement Plan is a benefit plan reported by Bd Of Trustees, Automotive Ind. Individual Account under EIN 94-1133245 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,442 participants and $57,044,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees, Automotive Ind. Individual Account
- EIN
- 94-1133245
- Plan number
- 002
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 2,442
- End-of-year plan assets
- $57,044,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,442 | H, C | 20241013140951NAL0042287552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,044,471
- Total liabilities (EOY)
- $876,757
- Net assets (EOY)
- $56,167,714
- Net assets (BOY)
- $51,651,430
Income & contributions
- Employer contributions
- $1,825,484
- Total contributions
- $1,825,484
- Total income / additions
- $6,878,089
Expenses & distributions
- Benefits paid
- $2,160,860
- Administrative expenses
- $200,945
- Total expenses
- $2,361,805
- Net increase / (decrease)
- $4,516,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcmorgan & Co | NONE | $43,849 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $36,269 | not reported in the loaded dataset | 2023 |
| Mackay Shields | NONE | $0 | $30,275 | 2023 |
| Amalgamated Bank | NONE | $18,169 | $5,674 | 2023 |
| Health Services & Benefit Administr | NONE | $20,349 | not reported in the loaded dataset | 2023 |
| Nfp | NONE | $13,823 | $4,050 | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $7,394 | not reported in the loaded dataset | 2023 |
| Charles Besocke | NONE | $6,895 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees, Automotive Ind. Individual Account
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Mcmorgan & Co — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Health Services & Benefit Administr — Schedule C compensation
- Nfp — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Charles Besocke — Schedule C compensation