Basney Dealer Group 401(K) Retirement Plan — Form 5500 plan (Basney Imports, 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, Basney Dealer Group 401(K) Retirement Plan is a benefit plan reported by Basney Imports, Inc. under EIN 35-1283526 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $11,987,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Basney Imports, Inc.
EIN
35-1283526
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
125
End-of-year plan assets
$11,987,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240925135113NAL0005487731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,987,681
Net assets (EOY)
$11,987,681
Net assets (BOY)
$10,279,974

Income & contributions

Employer contributions
$117,958
Participant contributions
$477,208
Total contributions
$595,166
Total income / additions
$2,766,457

Expenses & distributions

Benefits paid
$1,047,709
Administrative expenses
$6,786
Total expenses
$1,058,750
Net increase / (decrease)
$1,707,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hub International LimitedBROKER$0$37,5222023
Transamerica Life Insurance CompanyRECORDKEEPER$6,786$02023

Related Form 5500 pages