Subaru Distributors Corp. Retirement Plan And Trust — Form 5500 plan (Subaru Distributors Corp)
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, Subaru Distributors Corp. Retirement Plan And Trust is a benefit plan reported by Subaru Distributors Corp under EIN 13-2801921 and plan number 002. The latest loaded filing year is 2023. The filing reports 596 participants and $87,667,550 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Subaru Distributors Corp
- EIN
- 13-2801921
- Plan number
- 002
- Plan type
- 2
- Location
- Orangeburg, NY
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $87,667,550
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20240719091224NAL0010847184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,667,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,667,550
- Net assets (BOY)
- $74,270,221
Income & contributions
- Employer contributions
- $1,578,728
- Participant contributions
- $3,727,916
- Total contributions
- $5,939,006
- Total income / additions
- $18,415,707
Expenses & distributions
- Benefits paid
- $4,914,954
- Administrative expenses
- $82,312
- Total expenses
- $5,018,378
- Net increase / (decrease)
- $13,397,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,312 | $0 | 2023 |