2023 Form 5500 filing — Advanced Auto Trends Employee Savings And Retirement 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 20240925122301NAL0005442883001) for Advanced Auto Trends Employee Savings And Retirement Plan, reported by Advanced Auto Trends, Inc. under EIN 38-2300598 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925122301NAL0005442883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advanced Auto Trends, Inc.
- EIN
- 38-2300598
- Plan number
- 002
- Location
- Oxford, MI
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,780,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,780,236
- Employer contributions
- $0
- Participant contributions
- $340,407
- Total income / additions
- $1,009,327
- Benefits paid
- $653,143
- Administrative expenses
- $22,000
- Total expenses
- $676,633
- Net increase / (decrease)
- $332,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Freedman & Goldberg Cpas Pc | AUDITOR | $22,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |