Village Subaru 401(K) Profit Sharing Plan — Form 5500 plan (Village Subaru)
Plain-English plan 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, Village Subaru 401(K) Profit Sharing Plan is a benefit plan reported by Village Subaru under EIN 01-0322459 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $25,928,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Village Subaru
- EIN
- 01-0322459
- Plan number
- 001
- Plan type
- 2
- Location
- Bangor, ME
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $25,928,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20241015082422NAL0014242563005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,928,800
- Net assets (EOY)
- $25,928,800
- Net assets (BOY)
- $22,998,969
Income & contributions
- Employer contributions
- $583,527
- Participant contributions
- $1,434,702
- Total contributions
- $2,106,207
- Total income / additions
- $5,532,913
Expenses & distributions
- Benefits paid
- $2,493,007
- Administrative expenses
- $110,075
- Total expenses
- $2,603,082
- Net increase / (decrease)
- $2,929,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISOR | $44,605 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,026 | not reported in the loaded dataset | 2023 |
| Downeast Pension Services, Inc. | CONTRACT ADMINISTRATOR | $24,721 | not reported in the loaded dataset | 2023 |
| Albin Randall & Bennett | AUDITOR | $13,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Village Subaru
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Bangor, ME
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Downeast Pension Services, Inc. — Schedule C compensation
- Albin Randall & Bennett — Schedule C compensation