Szott Automotive 401(K) Plan & Trust — Form 5500 plan (Szott M-59 Chrysler-Jeep, 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, Szott Automotive 401(K) Plan & Trust is a benefit plan reported by Szott M-59 Chrysler-Jeep, Inc. under EIN 38-2050033 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $9,138,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Szott M-59 Chrysler-Jeep, Inc.
- EIN
- 38-2050033
- Plan number
- 001
- Plan type
- 2
- Location
- White Lake, MI
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $9,138,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241126125547NAL0003618371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,138,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,138,847
- Net assets (BOY)
- $7,587,404
Income & contributions
- Employer contributions
- $105,434
- Participant contributions
- $745,299
- Total contributions
- $852,605
- Total income / additions
- $2,213,350
Expenses & distributions
- Benefits paid
- $594,382
- Administrative expenses
- $67,525
- Total expenses
- $661,907
- Net increase / (decrease)
- $1,551,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $38,710 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $17,412 | not reported in the loaded dataset | 2023 |
| Janz And Knight, Plc | AUDITOR | $13,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Szott M-59 Chrysler-Jeep, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in White Lake, MI
- Captrust Investment Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Janz And Knight, Plc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation