Germain Retirement Security Savings Plan — Form 5500 plan (Germain Motor Company)
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, Germain Retirement Security Savings Plan is a benefit plan reported by Germain Motor Company under EIN 31-4368856 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,576 participants and $52,665,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germain Motor Company
- EIN
- 31-4368856
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 1,576
- End-of-year plan assets
- $52,665,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,576 | H, C | 20241011153238NAL0011129155004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,665,773
- Net assets (EOY)
- $52,665,773
- Net assets (BOY)
- $41,130,261
Income & contributions
- Employer contributions
- $1,453,350
- Participant contributions
- $5,209,938
- Total contributions
- $7,468,606
- Total income / additions
- $14,479,575
Expenses & distributions
- Benefits paid
- $2,515,183
- Administrative expenses
- $279,521
- Total expenses
- $2,944,063
- Net increase / (decrease)
- $11,535,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $194,467 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $71,435 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUST./TRUSTEE | $13,619 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Germain Motor Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Schneider Downs Wealth Mgmt Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation