Plan5500

Jeff Schmitt Auto Group, Inc. 401k Plan — Form 5500 plan (Jeff Schmitt 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, Jeff Schmitt Auto Group, Inc. 401k Plan is a benefit plan reported by Jeff Schmitt Auto Group, Inc. under EIN 31-0515803 and plan number 002. The latest loaded filing year is 2023. The filing reports 341 participants and $7,206,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeff Schmitt Auto Group, Inc.
EIN
31-0515803
Plan number
002
Plan type
2
Location
Fairborn, OH
Latest filing year
2023
Participants
341
End-of-year plan assets
$7,206,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20241004132540NAL0005729187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,206,908
Total liabilities (EOY)
$0
Net assets (EOY)
$7,206,908
Net assets (BOY)
$6,372,184

Income & contributions

Employer contributions
$132,707
Participant contributions
$762,132
Total contributions
$894,839
Total income / additions
$2,039,907

Expenses & distributions

Benefits paid
$1,167,770
Administrative expenses
$37,413
Total expenses
$1,205,183
Net increase / (decrease)
$834,724

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$23,571not reported in the loaded dataset2023
Dynamic Pension Services, Inc.TPA$13,318not reported in the loaded dataset2023

Related Form 5500 pages