2023 Form 5500 filing — Auburn Gear, 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 20241011140338NAL0012570003001) for Auburn Gear, LLC 401(K) Plan, reported by Auburn Gear, LLC under EIN 31-1046149 and plan number 003. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140338NAL0012570003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auburn Gear, LLC
- EIN
- 31-1046149
- Plan number
- 003
- Location
- Auburn, IN
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,501,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,501,805
- Employer contributions
- $819,652
- Participant contributions
- $902,394
- Total income / additions
- $4,442,462
- Benefits paid
- $3,371,531
- Administrative expenses
- $62,057
- Total expenses
- $3,447,824
- Net increase / (decrease)
- $994,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,030 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $5,400 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,033 | not reported in the loaded dataset |