Safford Automotive Group 401(K) Plan — Form 5500 plan (James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg)
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, Safford Automotive Group 401(K) Plan is a benefit plan reported by James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg under EIN 26-0016920 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $37,211,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg
- EIN
- 26-0016920
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, VA
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $37,211,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241012095148NAL0039672336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,211,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,211,628
- Net assets (BOY)
- $17,028,503
Income & contributions
- Employer contributions
- $1,080,895
- Participant contributions
- $5,307,210
- Total contributions
- $17,890,624
- Total income / additions
- $22,366,088
Expenses & distributions
- Benefits paid
- $2,007,900
- Administrative expenses
- $136,089
- Total expenses
- $2,182,963
- Net increase / (decrease)
- $20,183,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $81,236 | $0 | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $38,117 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $16,736 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fredericksburg, VA
- Fidelity Investments Institutional — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation