2023 Form 5500 filing — Shearer Automotive Psp And Trust
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 20241003094930NAL0017454224001) for Shearer Automotive Psp And Trust, reported by Badge Motor Company under EIN 26-4529125 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094930NAL0017454224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Badge Motor Company
- EIN
- 26-4529125
- Plan number
- 002
- Location
- South Burlington, VT
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,730,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,730,066
- Employer contributions
- $128,362
- Participant contributions
- $379,817
- Total income / additions
- $2,114,782
- Benefits paid
- $757,951
- Administrative expenses
- $31,911
- Total expenses
- $793,780
- Net increase / (decrease)
- $1,321,002
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | NONE | $26,047 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $5,864 | $0 |