Pritchard Auto Group 401(K) Plan — Form 5500 plan (Pritchard Auto Company)
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, Pritchard Auto Group 401(K) Plan is a benefit plan reported by Pritchard Auto Company under EIN 42-0646250 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $9,254,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pritchard Auto Company
- EIN
- 42-0646250
- Plan number
- 002
- Plan type
- 3
- Location
- Clear Lake, IA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $9,254,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20250317132321NAL0001702001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,254,290
- Total liabilities (EOY)
- $43,713
- Net assets (EOY)
- $9,210,577
- Net assets (BOY)
- $7,260,192
Income & contributions
- Employer contributions
- $314,952
- Participant contributions
- $1,131,754
- Total contributions
- $1,508,915
- Total income / additions
- $2,901,845
Expenses & distributions
- Benefits paid
- $830,315
- Administrative expenses
- $77,433
- Total expenses
- $951,460
- Net increase / (decrease)
- $1,950,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | RIA - IA | $21,088 | not reported in the loaded dataset | 2023 |
| Qualified Plan Consultants LLC | TPA | $11,100 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,554 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pritchard Auto Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Clear Lake, IA
- Ubs Financial Services — Schedule C compensation
- Qualified Plan Consultants LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation