2023 Form 5500 filing — Norwood Subaru, Inc. 401(K) 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 20241002065712NAL0014490864001) for Norwood Subaru, Inc. 401(K) Plan, reported by Norwood Subaru, Inc. under EIN 04-2519486 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002065712NAL0014490864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norwood Subaru, Inc.
- EIN
- 04-2519486
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,832,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,832,714
- Participant contributions
- $427,263
- Total income / additions
- $2,411,107
- Benefits paid
- $1,002,205
- Administrative expenses
- $100,667
- Total expenses
- $1,102,872
- Net increase / (decrease)
- $1,308,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $67,646 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $18,305 | not reported in the loaded dataset |
| Withum Smith & Brown Pc | AUDIT | $10,800 | not reported in the loaded dataset |
| The Benefit Practice | THIRD PARTY ADMIN | $3,916 | $0 |