2023 Form 5500 filing — Bob Poynter Auto Group 401(K) Retirement 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 20241015173213NAL0029259345001) for Bob Poynter Auto Group 401(K) Retirement Plan, reported by Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. under EIN 35-1464161 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173213NAL0029259345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc.
- EIN
- 35-1464161
- Plan number
- 001
- Location
- Seymour, IN
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,778,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,778,259
- Employer contributions
- $112,092
- Participant contributions
- $626,115
- Total income / additions
- $1,784,752
- Benefits paid
- $600,870
- Administrative expenses
- $28,758
- Total expenses
- $629,628
- Net increase / (decrease)
- $1,155,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Adv | NONE | $23,683 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $15,242 | not reported in the loaded dataset |