Andy Mohr Automotive 401(K) Plan — Form 5500 plan (Andy Mohr Automotive 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, Andy Mohr Automotive 401(K) Plan is a benefit plan reported by Andy Mohr Automotive Group, Inc. under EIN 20-8324241 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $30,940,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andy Mohr Automotive Group, Inc.
- EIN
- 20-8324241
- Plan number
- 001
- Plan type
- 2
- Location
- Plainfield, IN
- Latest filing year
- 2023
- Participants
- 819
- End-of-year plan assets
- $30,940,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241014115859NAL0026091633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,940,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,940,174
- Net assets (BOY)
- $23,963,076
Income & contributions
- Employer contributions
- $787,127
- Participant contributions
- $3,469,678
- Total contributions
- $4,402,306
- Total income / additions
- $9,017,656
Expenses & distributions
- Benefits paid
- $1,963,199
- Administrative expenses
- $38,291
- Total expenses
- $2,040,558
- Net increase / (decrease)
- $6,977,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sapient Capital, LLC | SERVICE PROVIDER | $0 | $46,708 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $25,953 | not reported in the loaded dataset | 2023 |
| Forvis | AUDITOR | $12,338 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus & Company Inc | SERVICE PROVIDER | $0 | $5,363 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andy Mohr Automotive Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Plainfield, IN
- Sapient Capital, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Forvis — Schedule C compensation
- Stifel Nicolaus & Company Inc — Schedule C compensation