Serra Automotive 401(K) Plan & Trust — Form 5500 plan (Serra Automotive, 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, Serra Automotive 401(K) Plan & Trust is a benefit plan reported by Serra Automotive, Inc. under EIN 38-2407959 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,280 participants and $117,632,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Serra Automotive, Inc.
- EIN
- 38-2407959
- Plan number
- 001
- Plan type
- 2
- Location
- Fenton, MI
- Latest filing year
- 2023
- Participants
- 2,280
- End-of-year plan assets
- $117,632,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,280 | H, C | 20240829092330NAL0026865282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,632,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,632,290
- Net assets (BOY)
- $95,260,076
Income & contributions
- Employer contributions
- $1,676,681
- Participant contributions
- $11,345,092
- Total contributions
- $13,826,630
- Total income / additions
- $30,669,056
Expenses & distributions
- Benefits paid
- $7,935,612
- Administrative expenses
- $361,230
- Total expenses
- $8,296,842
- Net increase / (decrease)
- $22,372,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $243,493 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $117,737 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $16,643 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Serra Automotive, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Fenton, MI
- Captrust Investment Advisors — Schedule C compensation
- Milliman — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation