Patrick Dealer Group Savings Plan — Form 5500 plan (Patrick Schaumburg Automobiles, 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, Patrick Dealer Group Savings Plan is a benefit plan reported by Patrick Schaumburg Automobiles, Inc. under EIN 36-2067684 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $33,106,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patrick Schaumburg Automobiles, Inc.
- EIN
- 36-2067684
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $33,106,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20241010111026NAL0039840066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,106,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,106,708
- Net assets (BOY)
- $27,151,549
Income & contributions
- Employer contributions
- $463,717
- Participant contributions
- $2,232,983
- Total contributions
- $2,696,700
- Total income / additions
- $7,438,593
Expenses & distributions
- Benefits paid
- $1,298,070
- Administrative expenses
- $185,364
- Total expenses
- $1,483,434
- Net increase / (decrease)
- $5,955,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,109 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $44,993 | $7 | 2023 |
| Pentegra Services Inc. | CONTRACT ADMINISTRATOR | $23,856 | $10,944 | 2023 |
| Pentegra Services Inc. | CONTRACT ADMINISTRATOR | $9,937 | $29 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Patrick Schaumburg Automobiles, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Pentegra Services Inc. — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation