Donald Automotive Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Donald 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, Donald Automotive Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Donald Automotive Group, LLC under EIN 20-3121760 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $4,677,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donald Automotive Group, LLC
EIN
20-3121760
Plan number
001
Plan type
2
Location
Matthews, NC
Latest filing year
2023
Participants
170
End-of-year plan assets
$4,677,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250702102529NAL0019578320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,677,928
Total liabilities (EOY)
$0
Net assets (EOY)
$4,677,928
Net assets (BOY)
$3,579,813

Income & contributions

Employer contributions
$234,278
Participant contributions
$425,825
Total contributions
$661,143
Total income / additions
$1,262,875

Expenses & distributions

Benefits paid
$158,813
Administrative expenses
$5,947
Total expenses
$164,760
Net increase / (decrease)
$1,098,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$5,172not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$775$02023

Related Form 5500 pages