Dave Wright Nissan Subaru, Inc. 401(K) Plan — Form 5500 plan (Dave Wright Nissan Subaru, 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, Dave Wright Nissan Subaru, Inc. 401(K) Plan is a benefit plan reported by Dave Wright Nissan Subaru, Inc. under EIN 42-0938412 and plan number 003. The latest loaded filing year is 2023. The filing reports 146 participants and $5,566,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dave Wright Nissan Subaru, Inc.
EIN
42-0938412
Plan number
003
Plan type
2
Location
Hiawatha, IA
Latest filing year
2023
Participants
146
End-of-year plan assets
$5,566,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241014140812NAL0053880914001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,566,357
Total liabilities (EOY)
$0
Net assets (EOY)
$5,566,357
Net assets (BOY)
$4,728,396

Income & contributions

Employer contributions
$142,588
Participant contributions
$330,216
Total contributions
$473,773
Total income / additions
$1,235,178

Expenses & distributions

Benefits paid
$333,076
Administrative expenses
$20,015
Total expenses
$397,217
Net increase / (decrease)
$837,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyNONE$20,015$02023

Related Form 5500 pages