Schlossmann Automotive Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Schlossmann Automotive Group, Inc. (EIN 39-1501205) is a plan sponsor located in Greenfield, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1501205
Location
Greenfield, WI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,480,303
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$28,480,303

Contributions & income

Employer contributions
$668,169
Participant contributions
$946,372
Total income / additions
$5,837,890

Expenses & distributions

Benefits paid / distributions
$1,201,492
Total expenses
$1,314,181
Net increase / (decrease)
$4,523,709

Coverage

Total reported participants
351
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Schlossmann Automotive Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Schlossmann Automotive Group, Inc. 401(K) Plan001351$28,480,3032023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Schlossmann Automotive Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Schlossmann Automotive Group, Inc. 401(K) Plan351H, C20241010090259NAL0019842161001

Related Form 5500 pages