Auffenberg Union Employees' 401(K) Plan — Form 5500 plan (Auffenberg Hyundai, 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, Auffenberg Union Employees' 401(K) Plan is a benefit plan reported by Auffenberg Hyundai, Inc. under EIN 37-1245316 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $6,428,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Auffenberg Hyundai, Inc.
EIN
37-1245316
Plan number
002
Plan type
2
Location
O Fallon, IL
Latest filing year
2023
Participants
166
End-of-year plan assets
$6,428,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241004074527NAL0011121185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,428,410
Total liabilities (EOY)
$850
Net assets (EOY)
$6,427,560
Net assets (BOY)
$5,546,032

Income & contributions

Employer contributions
$494,275
Participant contributions
$279,277
Total contributions
$773,552
Total income / additions
$1,751,953

Expenses & distributions

Benefits paid
$814,789
Administrative expenses
$46,725
Total expenses
$875,471
Net increase / (decrease)
$876,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs RetirementCONTRACT ADMINISTRATOR$26,641$02023
Diversified Financial AdvisorsINVESTMENT MANAGER$20,084$02023

Related Form 5500 pages