2023 Form 5500 filing — Village Subaru 401(K) Profit Sharing 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 20241015082422NAL0014242563005) for Village Subaru 401(K) Profit Sharing Plan, reported by Village Subaru under EIN 01-0322459 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082422NAL0014242563005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Village Subaru
- EIN
- 01-0322459
- Plan number
- 001
- Location
- Bangor, ME
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,928,800
- Net assets (EOY)
- $25,928,800
- Employer contributions
- $583,527
- Participant contributions
- $1,434,702
- Total income / additions
- $5,532,913
- Benefits paid
- $2,493,007
- Administrative expenses
- $110,075
- Total expenses
- $2,603,082
- Net increase / (decrease)
- $2,929,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISOR | $44,605 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,026 | not reported in the loaded dataset |
| Downeast Pension Services, Inc. | CONTRACT ADMINISTRATOR | $24,721 | not reported in the loaded dataset |
| Albin Randall & Bennett | AUDITOR | $13,050 | not reported in the loaded dataset |