2023 Form 5500 filing — Brunswick Auto Mart, 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 20241010081533NAL0019784753001) for Brunswick Auto Mart, Inc. 401(K) Plan, reported by Brunswick Auto Mart, Inc. under EIN 34-1662358 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010081533NAL0019784753001
Filing year
2023
Form type
2
Plan sponsor
Brunswick Auto Mart, Inc.
EIN
34-1662358
Plan number
001
Location
Brunswick, OH
Participants
570
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,368,070
Total liabilities (EOY)
$0
Net assets (EOY)
$29,368,070
Employer contributions
$287,038
Participant contributions
$2,365,873
Total income / additions
$7,089,189
Benefits paid
$959,615
Administrative expenses
$11,779
Total expenses
$1,014,607
Net increase / (decrease)
$6,074,582
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$8,424$0
Morningstar Investment ManagementINVESTMENT ADVISORY$0$4,286

Related Form 5500 pages