Glenbrook Automotive Group 401k Plan — Form 5500 plan (Glenbrook Dodge, 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, Glenbrook Automotive Group 401k Plan is a benefit plan reported by Glenbrook Dodge, Inc. under EIN 35-1446777 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $13,957,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Glenbrook Dodge, Inc.
- EIN
- 35-1446777
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 432
- End-of-year plan assets
- $13,957,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 432 | H, C | 20240911055936NAL0011788384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,957,871
- Total liabilities (EOY)
- $163,705
- Net assets (EOY)
- $13,794,166
- Net assets (BOY)
- $11,489,957
Income & contributions
- Employer contributions
- $280,357
- Participant contributions
- $1,151,424
- Total contributions
- $1,431,781
- Total income / additions
- $3,201,333
Expenses & distributions
- Benefits paid
- $845,970
- Administrative expenses
- $51,154
- Total expenses
- $897,124
- Net increase / (decrease)
- $2,304,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $17,450 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurnace Company | RECORDKEEPER | $17,202 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,441 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Glenbrook Dodge, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Pensionmark Financial Group — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Empower Annuity Insurnace Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation