Ray Skillman 401(K) Profit Sharing Plan — Form 5500 plan (Ray Skillman Gmc Truck, 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, Ray Skillman 401(K) Profit Sharing Plan is a benefit plan reported by Ray Skillman Gmc Truck, Inc. under EIN 35-1463390 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,183 participants and $50,097,110 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ray Skillman Gmc Truck, Inc.
EIN
35-1463390
Plan number
001
Plan type
3
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,183
End-of-year plan assets
$50,097,110

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,183H, C20250129122814NAL0016092769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,097,110
Total liabilities (EOY)
$0
Net assets (EOY)
$50,097,110
Net assets (BOY)
$42,730,059

Income & contributions

Employer contributions
$1,268,672
Participant contributions
$3,757,597
Total contributions
$5,026,269
Total income / additions
$12,369,356

Expenses & distributions

Benefits paid
$4,787,649
Administrative expenses
$214,656
Total expenses
$5,002,305
Net increase / (decrease)
$7,367,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$92,001not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$73,543$02023
American Pension Advisors Ltd.CONTRACT ADMI NISTRATOR$26,044$10,0002023
Empower Advisory GroupINVESTMENT MGMT$10,005not reported in the loaded dataset2023

Related Form 5500 pages