Schlossmann Automotive Group, Inc. 401(K) Plan — Form 5500 plan (Schlossmann Automotive Group, 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, Schlossmann Automotive Group, Inc. 401(K) Plan is a benefit plan reported by Schlossmann Automotive Group, Inc. under EIN 39-1501205 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $28,480,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schlossmann Automotive Group, Inc.
- EIN
- 39-1501205
- Plan number
- 001
- Plan type
- 2
- Location
- Greenfield, WI
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $28,480,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241010090259NAL0019842161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,480,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,480,303
- Net assets (BOY)
- $23,956,594
Income & contributions
- Employer contributions
- $668,169
- Participant contributions
- $946,372
- Total contributions
- $1,627,382
- Total income / additions
- $5,837,890
Expenses & distributions
- Benefits paid
- $1,201,492
- Administrative expenses
- $112,689
- Total expenses
- $1,314,181
- Net increase / (decrease)
- $4,523,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $84,009 | $0 | 2023 |
| Correll Co Investment Services Co | BROKER | $0 | $63,325 | 2023 |
| Ppg Retirement Plan Services, Ltd. | NONE | $16,208 | $1,223 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISORY | $5,003 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schlossmann Automotive Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greenfield, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Correll Co Investment Services Co — Schedule C compensation
- Ppg Retirement Plan Services, Ltd. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation