Southern Auto Sales, Inc. Employees' Benefit Trust — Form 5500 plan (Southern Auto Sales, 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, Southern Auto Sales, Inc. Employees' Benefit Trust is a benefit plan reported by Southern Auto Sales, Inc. under EIN 06-0705740 and plan number 501. The latest loaded filing year is 2023. The filing reports 106 participants and $133,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Auto Sales, Inc.
EIN
06-0705740
Plan number
501
Plan type
2
Location
East Windsor, CT
Latest filing year
2023
Participants
106
End-of-year plan assets
$133,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106H, C20241011102048NAL0022558049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,196
Total liabilities (EOY)
$133,196
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$899,807
Participant contributions
$294,929
Total contributions
$1,205,858
Total income / additions
$1,205,858

Expenses & distributions

Benefits paid
$1,092,300
Administrative expenses
$113,558
Total expenses
$1,205,858
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$87,049not reported in the loaded dataset2023
Bobrow & Company, P.C.AUDITOR/ACCOUNTANT$33,000not reported in the loaded dataset2023

Related Form 5500 pages