Plan5500

Auto Investment, Inc. 401(K) Plan — Form 5500 plan (Auto Investment, 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, Auto Investment, Inc. 401(K) Plan is a benefit plan reported by Auto Investment, Inc. under EIN 13-3446196 and plan number 004. The latest loaded filing year is 2023. The filing reports 685 participants and $23,866,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Auto Investment, Inc.
EIN
13-3446196
Plan number
004
Plan type
2
Location
Pelham, AL
Latest filing year
2023
Participants
685
End-of-year plan assets
$23,866,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023685H, C20241002092045NAL0014656400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,866,265
Total liabilities (EOY)
$0
Net assets (EOY)
$23,866,265
Net assets (BOY)
$20,397,344

Income & contributions

Employer contributions
$1,054,716
Participant contributions
$2,385,136
Total contributions
$3,585,097
Total income / additions
$6,961,976

Expenses & distributions

Benefits paid
$3,320,160
Administrative expenses
$172,895
Total expenses
$3,493,055
Net increase / (decrease)
$3,468,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial CorporationSERVICE PROVIDER$140,027not reported in the loaded dataset2023
Erisa SpecialistSERVICE PROVIDER$40,621not reported in the loaded dataset2023
401k SafeSERVICE PROVIDER$14,890not reported in the loaded dataset2023

Related Form 5500 pages