Bill Dodge Auto Group Salary Deferral 401(K) Plan — Form 5500 plan (Bill Dodge Auto Group, Inc.)
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, Bill Dodge Auto Group Salary Deferral 401(K) Plan is a benefit plan reported by Bill Dodge Auto Group, Inc. under EIN 01-0459136 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $13,070,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bill Dodge Auto Group, Inc.
- EIN
- 01-0459136
- Plan number
- 001
- Plan type
- 2
- Location
- Westbrook, ME
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $13,070,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241007064203NAL0008696707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,070,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,070,660
- Net assets (BOY)
- $10,980,801
Income & contributions
- Employer contributions
- $198,105
- Participant contributions
- $1,170,553
- Total contributions
- $1,391,025
- Total income / additions
- $3,222,188
Expenses & distributions
- Benefits paid
- $1,073,945
- Administrative expenses
- $35,248
- Total expenses
- $1,132,329
- Net increase / (decrease)
- $2,089,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial | INVESTMENT/FINANCIAL ADVI | $20,602 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $7,540 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,105 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bill Dodge Auto Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Westbrook, ME
- Ameriprise Financial — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation