Stoops Automotive Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Stoops Automotive Group)
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, Stoops Automotive Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Stoops Automotive Group under EIN 35-1733302 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $10,167,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoops Automotive Group
- EIN
- 35-1733302
- Plan number
- 001
- Plan type
- 2
- Location
- Muncie, IN
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $10,167,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241014093546NAL0045486560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,167,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,167,214
- Net assets (BOY)
- $9,725,027
Income & contributions
- Employer contributions
- $151,834
- Participant contributions
- $744,260
- Total contributions
- $896,094
- Total income / additions
- $2,707,086
Expenses & distributions
- Benefits paid
- $2,232,140
- Administrative expenses
- $32,759
- Total expenses
- $2,264,899
- Net increase / (decrease)
- $442,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $17,341 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $14,270 | not reported in the loaded dataset | 2023 |