Competition Imports 401(K) Plan And Trust — Form 5500 plan (Competition Imports)
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, Competition Imports 401(K) Plan And Trust is a benefit plan reported by Competition Imports under EIN 11-1997503 and plan number 002. The latest loaded filing year is 2023. The filing reports 499 participants and $20,623,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Competition Imports
- EIN
- 11-1997503
- Plan number
- 002
- Plan type
- 2
- Location
- Saint James, NY
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $20,623,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241008080605NAL0009467619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,623,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,623,015
- Net assets (BOY)
- $17,523,706
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,222,819
- Total contributions
- $2,232,828
- Total income / additions
- $4,922,458
Expenses & distributions
- Benefits paid
- $1,688,470
- Administrative expenses
- $109,101
- Total expenses
- $1,823,149
- Net increase / (decrease)
- $3,099,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $99,532 | $0 | 2023 |
| Nylife Securities LLC | BROKER/ADVISER | $0 | $45,781 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,569 | not reported in the loaded dataset | 2023 |