Napleton Auto Werks 401(K) Plan — Form 5500 plan (Napleton Auto Werks)
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, Napleton Auto Werks 401(K) Plan is a benefit plan reported by Napleton Auto Werks under EIN 36-4077925 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $12,557,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Napleton Auto Werks
- EIN
- 36-4077925
- Plan number
- 001
- Plan type
- 2
- Location
- Loves Park, IL
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $12,557,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241011115949NAL0044215714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,557,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,557,241
- Net assets (BOY)
- $11,238,342
Income & contributions
- Participant contributions
- $1,467,780
- Total contributions
- $1,475,803
- Total income / additions
- $3,483,869
Expenses & distributions
- Benefits paid
- $2,111,372
- Administrative expenses
- $53,598
- Total expenses
- $2,164,970
- Net increase / (decrease)
- $1,318,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $25,286 | $0 | 2023 |
| Sagepoint Financial Inc | NONE | $21,387 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | NONE | $6,925 | not reported in the loaded dataset | 2023 |