Summit Automotive Partners Retirement Savings Plan — Form 5500 plan (Summit Automotive Partners)
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, Summit Automotive Partners Retirement Savings Plan is a benefit plan reported by Summit Automotive Partners under EIN 20-0739161 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,440 participants and $33,720,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Automotive Partners
- EIN
- 20-0739161
- Plan number
- 001
- Plan type
- 2
- Location
- Centennial, CO
- Latest filing year
- 2023
- Participants
- 1,440
- End-of-year plan assets
- $33,720,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,440 | H, C | 20240912085547NAL0009835137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,720,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,720,412
- Net assets (BOY)
- $25,685,836
Income & contributions
- Employer contributions
- $849,085
- Participant contributions
- $5,191,911
- Total contributions
- $6,213,558
- Total income / additions
- $10,450,027
Expenses & distributions
- Benefits paid
- $2,282,500
- Administrative expenses
- $132,951
- Total expenses
- $2,415,451
- Net increase / (decrease)
- $8,034,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,956 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,136 | not reported in the loaded dataset | 2023 |
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $31,414 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | CONSULTING | $15,500 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | INVESTMENT ADVISOR | $11,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summit Automotive Partners
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Centennial, CO
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation