Jake Sweeney Automotive, Inc. 401(K) Plan — Form 5500 plan (Jake Sweeney Automotive, 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, Jake Sweeney Automotive, Inc. 401(K) Plan is a benefit plan reported by Jake Sweeney Automotive, Inc. under EIN 31-1232808 and plan number 333. The latest loaded filing year is 2023. The filing reports 570 participants and $26,200,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jake Sweeney Automotive, Inc.
- EIN
- 31-1232808
- Plan number
- 333
- Plan type
- 3
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $26,200,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241015210543NAL0030918337012 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,200,885
- Net assets (EOY)
- $26,200,885
- Net assets (BOY)
- $22,389,445
Income & contributions
- Participant contributions
- $1,987,383
- Total contributions
- $2,169,720
- Total income / additions
- $6,548,817
Expenses & distributions
- Benefits paid
- $2,643,180
- Administrative expenses
- $73,753
- Total expenses
- $2,737,377
- Net increase / (decrease)
- $3,811,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $74,453 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $24,470 | 2023 |
| Schneider Male & Strakowski Co Ea | CONTRACT ADMIN | $1,350 | $11,860 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $7,144 | $0 | 2023 |
| Janney Montgomery Scott LLC | BROKER/ADVISER | $0 | $1,364 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jake Sweeney Automotive, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Schneider Male & Strakowski Co Ea — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation