Griffin Automotive Group, LLC 401(K) Plan — Form 5500 plan (Griffin Automotive Group, LLC)
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, Griffin Automotive Group, LLC 401(K) Plan is a benefit plan reported by Griffin Automotive Group, LLC under EIN 20-2642896 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $7,915,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Griffin Automotive Group, LLC
- EIN
- 20-2642896
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, NC
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $7,915,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241010111100NAL0035536400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,915,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,915,254
- Net assets (BOY)
- $6,810,836
Income & contributions
- Employer contributions
- $132,385
- Participant contributions
- $394,988
- Total contributions
- $613,171
- Total income / additions
- $1,658,346
Expenses & distributions
- Benefits paid
- $461,304
- Administrative expenses
- $71,735
- Total expenses
- $553,928
- Net increase / (decrease)
- $1,104,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $51,382 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER\ADVISER | $0 | $27,442 | 2023 |
| Trinity Pension Group LLC | CONTRACT ADMIN | $15,529 | not reported in the loaded dataset | 2023 |
| National Auto Dealers Assoc | OTHER | $8,053 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,873 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | OTHER | $1,342 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Griffin Automotive Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Monroe, NC
- Empower Annuity Insurance Co — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Trinity Pension Group LLC — Schedule C compensation
- National Auto Dealers Assoc — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation