2023 Form 5500 filing — Griffin Automotive Group, LLC 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 20241010111100NAL0035536400001) for Griffin Automotive Group, LLC 401(K) Plan, reported by Griffin Automotive Group, LLC under EIN 20-2642896 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111100NAL0035536400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Griffin Automotive Group, LLC
- EIN
- 20-2642896
- Plan number
- 001
- Location
- Monroe, NC
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,915,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,915,254
- Employer contributions
- $132,385
- Participant contributions
- $394,988
- Total income / additions
- $1,658,346
- Benefits paid
- $461,304
- Administrative expenses
- $71,735
- Total expenses
- $553,928
- Net increase / (decrease)
- $1,104,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $51,382 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER\ADVISER | $0 | $27,442 |
| Trinity Pension Group LLC | CONTRACT ADMIN | $15,529 | not reported in the loaded dataset |
| National Auto Dealers Assoc | OTHER | $8,053 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $2,873 | not reported in the loaded dataset |
| Capfinancial Partners LLC | OTHER | $1,342 | not reported in the loaded dataset |