Newton Nissan Of Gallatin Inc 401k Plan 401(K) Plan — Form 5500 plan (Newton Nissan Of Gallatin 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, Newton Nissan Of Gallatin Inc 401k Plan 401(K) Plan is a benefit plan reported by Newton Nissan Of Gallatin Inc under EIN 26-4781437 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $4,254,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newton Nissan Of Gallatin Inc
EIN
26-4781437
Plan number
001
Plan type
2
Location
Gallatin, TN
Latest filing year
2023
Participants
233
End-of-year plan assets
$4,254,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241015155521NAL0016811699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,254,583
Total liabilities (EOY)
$0
Net assets (EOY)
$4,254,583
Net assets (BOY)
$3,439,744

Income & contributions

Employer contributions
$174,943
Participant contributions
$608,941
Total contributions
$884,810
Total income / additions
$1,422,188

Expenses & distributions

Benefits paid
$598,750
Administrative expenses
$8,599
Total expenses
$607,349
Net increase / (decrease)
$814,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentry Life Insurance CompanyRECORDKEEPER$3,906not reported in the loaded dataset2023

Related Form 5500 pages