John Jones Auto Group 401(K) Plan — Form 5500 plan (John Jones Chevrolet Buick Cadillac Of Salem, In)
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, John Jones Auto Group 401(K) Plan is a benefit plan reported by John Jones Chevrolet Buick Cadillac Of Salem, In under EIN 35-1517601 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $8,299,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Jones Chevrolet Buick Cadillac Of Salem, In
- EIN
- 35-1517601
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, IN
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $8,299,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240801122909NAL0036069456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,299,269
- Total liabilities (EOY)
- $133,759
- Net assets (EOY)
- $8,165,510
- Net assets (BOY)
- $6,620,447
Income & contributions
- Employer contributions
- $61,228
- Participant contributions
- $636,590
- Total contributions
- $709,804
- Total income / additions
- $1,651,991
Expenses & distributions
- Benefits paid
- $66,947
- Administrative expenses
- $39,981
- Total expenses
- $106,928
- Net increase / (decrease)
- $1,545,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,133 | $0 | 2023 |
| Lasalle Street Securities LLC | BROKER | $0 | $21,815 | 2023 |
| American Pension Advisors Ltd | TPA | $6,450 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Jones Chevrolet Buick Cadillac Of Salem, In
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Salem, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Lasalle Street Securities LLC — Schedule C compensation
- American Pension Advisors Ltd — Schedule C compensation