The Causeway Family Of Auto Dealerships Profit Sharing 401(K) Plan — Form 5500 plan (Conti-Causeway Ford Lincoln Mercury 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, The Causeway Family Of Auto Dealerships Profit Sharing 401(K) Plan is a benefit plan reported by Conti-Causeway Ford Lincoln Mercury Inc. under EIN 21-0729170 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $14,366,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conti-Causeway Ford Lincoln Mercury Inc.
- EIN
- 21-0729170
- Plan number
- 001
- Plan type
- 2
- Location
- Manahawkin, NJ
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $14,366,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240912145646NAL0004523491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,366,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,366,903
- Net assets (BOY)
- $11,500,960
Income & contributions
- Employer contributions
- $310,683
- Participant contributions
- $988,217
- Total contributions
- $1,301,814
- Total income / additions
- $3,666,559
Expenses & distributions
- Benefits paid
- $781,106
- Administrative expenses
- $14,915
- Total expenses
- $800,616
- Net increase / (decrease)
- $2,865,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown, Pc | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,415 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conti-Causeway Ford Lincoln Mercury Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Manahawkin, NJ
- Withumsmith+Brown, Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation