Piemonte Group 401(K) Plan — Form 5500 plan (Al Piemonte Ford Sales 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, Piemonte Group 401(K) Plan is a benefit plan reported by Al Piemonte Ford Sales Inc under EIN 36-3100902 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $8,191,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Al Piemonte Ford Sales Inc
- EIN
- 36-3100902
- Plan number
- 001
- Plan type
- 2
- Location
- Melrose Park, IL
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $8,191,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241010122453NAL0009980067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,191,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,191,190
- Net assets (BOY)
- $6,288,608
Income & contributions
- Employer contributions
- $239,280
- Participant contributions
- $893,148
- Total contributions
- $1,158,157
- Total income / additions
- $2,361,696
Expenses & distributions
- Benefits paid
- $376,809
- Administrative expenses
- $54,909
- Total expenses
- $459,114
- Net increase / (decrease)
- $1,902,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lasalle Street Securities LLC | INVESTMENT ADVISOR | $26,510 | not reported in the loaded dataset | 2023 |
| Mowery & Schoenfeld LLC | AUDITOR | $15,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,899 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Al Piemonte Ford Sales Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Melrose Park, IL
- Lasalle Street Securities LLC — Schedule C compensation
- Mowery & Schoenfeld LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation