Plan5500

Don Ayres Pontiac, Inc 401(K) Plan — Form 5500 plan (Don Ayres Pontiac, 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, Don Ayres Pontiac, Inc 401(K) Plan is a benefit plan reported by Don Ayres Pontiac, Inc under EIN 35-1173293 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $8,655,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Don Ayres Pontiac, Inc
EIN
35-1173293
Plan number
002
Plan type
2
Location
Ft. Wayne, IN
Latest filing year
2023
Participants
146
End-of-year plan assets
$8,655,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241011121059NAL0010901763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,655,620
Total liabilities (EOY)
$0
Net assets (EOY)
$8,655,620
Net assets (BOY)
$7,721,089

Income & contributions

Employer contributions
$170,056
Participant contributions
$814,046
Total contributions
$984,102
Total income / additions
$2,328,329

Expenses & distributions

Benefits paid
$1,350,118
Administrative expenses
$43,680
Total expenses
$1,393,798
Net increase / (decrease)
$934,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaiTPA$638,543not reported in the loaded dataset2023
Edward JonesINVESTMENT ADVISOR$21,771not reported in the loaded dataset2023
Pai TrustNONE$4,354not reported in the loaded dataset2023
Ascensus LLCNONE$3,807$02023

Related Form 5500 pages