Wegmann Automotive Usa Inc. Retirement And Savings Plan — Form 5500 plan (Wegmann Automotive Usa 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, Wegmann Automotive Usa Inc. Retirement And Savings Plan is a benefit plan reported by Wegmann Automotive Usa Inc. under EIN 32-0143950 and plan number 002. The latest loaded filing year is 2023. The filing reports 296 participants and $25,341,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wegmann Automotive Usa Inc.
- EIN
- 32-0143950
- Plan number
- 002
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $25,341,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241001083733NAL0003137123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,341,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,341,070
- Net assets (BOY)
- $20,608,445
Income & contributions
- Employer contributions
- $578,471
- Participant contributions
- $1,467,151
- Total contributions
- $2,113,094
- Total income / additions
- $6,605,996
Expenses & distributions
- Benefits paid
- $1,869,992
- Administrative expenses
- $3,379
- Total expenses
- $1,873,371
- Net increase / (decrease)
- $4,732,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$9,523 | $0 | 2023 |