Mills Automotive Group, LLC 401(K) Plan — Form 5500 plan (Mills Automotive Group, LLC)

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, Mills Automotive Group, LLC 401(K) Plan is a benefit plan reported by Mills Automotive Group, LLC under EIN 32-0256715 and plan number 001. The latest loaded filing year is 2023. The filing reports 800 participants and $6,014,493 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mills Automotive Group, LLC
EIN
32-0256715
Plan number
001
Plan type
2
Location
Pineville, NC
Latest filing year
2023
Participants
800
End-of-year plan assets
$6,014,493

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023800H, C20250417124555NAL0000990177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,014,493
Net assets (EOY)
$6,014,493
Net assets (BOY)
$5,421,467

Income & contributions

Participant contributions
$777,828
Total contributions
$805,266
Total income / additions
$1,631,884

Expenses & distributions

Benefits paid
$966,223
Administrative expenses
$72,635
Total expenses
$1,038,858
Net increase / (decrease)
$593,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Profit Sharing Services IncCONTRACT ADMINISTRATOR$31,604$02023
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$31,469$02023
Merrill Lynch Fenner & Smith Inc,INVESTMENT ADVISOR$16,337$02023

Related Form 5500 pages