O'Brien Auto Team 401(K) Plan — Form 5500 plan (O'Brien Auto Team, 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, O'Brien Auto Team 401(K) Plan is a benefit plan reported by O'Brien Auto Team, Inc. under EIN 01-0631714 and plan number 333. The latest loaded filing year is 2023. The filing reports 325 participants and $8,766,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Brien Auto Team, Inc.
- EIN
- 01-0631714
- Plan number
- 333
- Plan type
- 3
- Location
- Normal, IL
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $8,766,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241009173711NAL0033562752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,766,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,766,013
- Net assets (BOY)
- $7,709,534
Income & contributions
- Employer contributions
- $47,416
- Participant contributions
- $744,814
- Total contributions
- $792,230
- Total income / additions
- $1,917,401
Expenses & distributions
- Benefits paid
- $756,007
- Administrative expenses
- $82,499
- Total expenses
- $860,922
- Net increase / (decrease)
- $1,056,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEER | $47,649 | $0 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ ADVISOR | $0 | $27,740 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,577 | not reported in the loaded dataset | 2023 |
| Aimpoint Group LLC | CONTRACT ADMIN | $15,673 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for O'Brien Auto Team, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Normal, IL
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Aimpoint Group LLC — Schedule C compensation