St. Louis Auto Dealers Association - Machinists District No. 9 401(K) Plan — Form 5500 plan (St. Louis Auto Dealers Association)
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, St. Louis Auto Dealers Association - Machinists District No. 9 401(K) Plan is a benefit plan reported by St. Louis Auto Dealers Association under EIN 43-0299790 and plan number 002. The latest loaded filing year is 2023. The filing reports 745 participants and $10,684,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Louis Auto Dealers Association
- EIN
- 43-0299790
- Plan number
- 002
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 745
- End-of-year plan assets
- $10,684,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 745 | H, C | 20241015155405NAL0015015987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,684,162
- Total liabilities (EOY)
- $48,251
- Net assets (EOY)
- $10,635,911
- Net assets (BOY)
- $10,510,443
Income & contributions
- Employer contributions
- $37,229
- Participant contributions
- $487,259
- Total contributions
- $541,428
- Total income / additions
- $2,124,232
Expenses & distributions
- Benefits paid
- $1,778,898
- Administrative expenses
- $218,003
- Total expenses
- $1,998,764
- Net increase / (decrease)
- $125,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $130,784 | not reported in the loaded dataset | 2023 |
| Captrust Investment Advisors | INVESTMENT ADVISOR | $66,255 | not reported in the loaded dataset | 2023 |
| Wolff & Taylor, Pc | AUDITOR | $20,964 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Louis Auto Dealers Association
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Milliman, Inc. — Schedule C compensation
- Captrust Investment Advisors — Schedule C compensation
- Wolff & Taylor, Pc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation