Sa Automotive 401(K) & Profit Sharing Plan — Form 5500 plan (Sa Automotive, Ltd.)

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, Sa Automotive 401(K) & Profit Sharing Plan is a benefit plan reported by Sa Automotive, Ltd. under EIN 20-5669569 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $6,223,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sa Automotive, Ltd.
EIN
20-5669569
Plan number
001
Plan type
2
Location
Sheboygan, WI
Latest filing year
2023
Participants
281
End-of-year plan assets
$6,223,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241009134013NAL0018455697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,223,593
Total liabilities (EOY)
$0
Net assets (EOY)
$6,223,593
Net assets (BOY)
$5,010,203

Income & contributions

Employer contributions
$353,805
Participant contributions
$875,306
Total contributions
$1,287,758
Total income / additions
$2,147,382

Expenses & distributions

Benefits paid
$879,309
Administrative expenses
$54,683
Total expenses
$933,992
Net increase / (decrease)
$1,213,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America AdvisorsRIA$13,426not reported in the loaded dataset2023
Vrakas S.C.AUDITOR$9,500not reported in the loaded dataset2023
John Hancock Life InsuranceNONE$4,424not reported in the loaded dataset2023

Related Form 5500 pages