Bommarito Automotive Group 401(K) Retirement Plan — Form 5500 plan (Frank Bommarito Oldsmobile, 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, Bommarito Automotive Group 401(K) Retirement Plan is a benefit plan reported by Frank Bommarito Oldsmobile, Inc. under EIN 43-0969891 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $27,438,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frank Bommarito Oldsmobile, Inc.
EIN
43-0969891
Plan number
001
Plan type
3
Location
Ellisville, MO
Latest filing year
2023
Participants
571
End-of-year plan assets
$27,438,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20241011092749NAL0010770003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,438,791
Total liabilities (EOY)
$0
Net assets (EOY)
$27,438,791
Net assets (BOY)
$22,309,224

Income & contributions

Employer contributions
$143,704
Participant contributions
$2,265,389
Total contributions
$2,658,595
Total income / additions
$6,940,171

Expenses & distributions

Benefits paid
$1,741,016
Administrative expenses
$65,715
Total expenses
$1,810,604
Net increase / (decrease)
$5,129,567

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,715$02023
Wells Fargo Clearing Svcs (Wf Advs)INVESTMENT ADVISORY$0$37,6592023

Related Form 5500 pages