Shaker Auto Group Inc 401(K) Profit Sharing Plan — Form 5500 plan (Shaker Auto Group 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, Shaker Auto Group Inc 401(K) Profit Sharing Plan is a benefit plan reported by Shaker Auto Group Inc. under EIN 20-8277487 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $7,181,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaker Auto Group Inc.
- EIN
- 20-8277487
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $7,181,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015142222NAL0058097170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,181,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,181,874
- Net assets (BOY)
- $5,921,097
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $601,181
- Total contributions
- $622,001
- Total income / additions
- $1,524,364
Expenses & distributions
- Benefits paid
- $238,613
- Administrative expenses
- $24,974
- Total expenses
- $263,587
- Net increase / (decrease)
- $1,260,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | NONE | $13,153 | $0 | 2023 |
| Pasi | NONE | $11,416 | not reported in the loaded dataset | 2023 |