Donley Auto Group 401(K) Plan — Form 5500 plan (Donley Ford Of Ashland, 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, Donley Auto Group 401(K) Plan is a benefit plan reported by Donley Ford Of Ashland, Inc. under EIN 34-1235712 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $6,818,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donley Ford Of Ashland, Inc.
EIN
34-1235712
Plan number
001
Plan type
2
Location
Ashland, OH
Latest filing year
2023
Participants
160
End-of-year plan assets
$6,818,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241002153430NAL0004169891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,818,328
Total liabilities (EOY)
$0
Net assets (EOY)
$6,818,328
Net assets (BOY)
$5,613,176

Income & contributions

Employer contributions
$87,366
Participant contributions
$323,901
Total contributions
$446,257
Total income / additions
$1,503,779

Expenses & distributions

Benefits paid
$281,867
Administrative expenses
$16,760
Total expenses
$298,627
Net increase / (decrease)
$1,205,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rea & Associates, IncTPA$9,101not reported in the loaded dataset2023
Capital Group Retirement PlanRECORDKEEPER$1,329$02023

Related Form 5500 pages