2023 Form 5500 filing — Summit Automotive Partners Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912085547NAL0009835137001) for Summit Automotive Partners Retirement Savings Plan, reported by Summit Automotive Partners under EIN 20-0739161 and plan number 001. It reports 1,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912085547NAL0009835137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Automotive Partners
- EIN
- 20-0739161
- Plan number
- 001
- Location
- Centennial, CO
- Participants
- 1,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,720,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,720,412
- Employer contributions
- $849,085
- Participant contributions
- $5,191,911
- Total income / additions
- $10,450,027
- Benefits paid
- $2,282,500
- Administrative expenses
- $132,951
- Total expenses
- $2,415,451
- Net increase / (decrease)
- $8,034,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,956 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,136 | not reported in the loaded dataset |
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $31,414 | not reported in the loaded dataset |
| Eide Bailly Llp | CONSULTING | $15,500 | not reported in the loaded dataset |
| Osaic Wealth Inc | INVESTMENT ADVISOR | $11,226 | not reported in the loaded dataset |