2023 Form 5500 filing — Automotive Industry Trust
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 20250613133010NAL0017592609001) for Automotive Industry Trust, reported by Automotive Industry Trust under EIN 01-0734062 and plan number 501. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613133010NAL0017592609001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Automotive Industry Trust
- EIN
- 01-0734062
- Plan number
- 501
- Location
- Lexington, KY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,945
- Total liabilities (EOY)
- $65,735
- Net assets (EOY)
- $103,210
- Employer contributions
- $2,292,130
- Total income / additions
- $2,294,934
- Benefits paid
- $2,421,963
- Administrative expenses
- $60,056
- Total expenses
- $2,482,019
- Net increase / (decrease)
- -$187,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | CONTRACT ADMINISTRATOR | $41,786 | not reported in the loaded dataset |
| Frank N Hestand Cpa Psc | AUDITOR | $7,500 | not reported in the loaded dataset |