Gee Automotive Companies 401(K) Retirement Plan — Form 5500 plan (Gee Automotive Holdings, LLC)
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, Gee Automotive Companies 401(K) Retirement Plan is a benefit plan reported by Gee Automotive Holdings, LLC under EIN 45-4157612 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,447 participants and $81,447,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gee Automotive Holdings, LLC
- EIN
- 45-4157612
- Plan number
- 001
- Plan type
- 2
- Location
- Liberty Lake, WA
- Latest filing year
- 2023
- Participants
- 2,447
- End-of-year plan assets
- $81,447,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,447 | H, C | 20241014130051NAL0027336465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,447,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,447,735
- Net assets (BOY)
- $66,552,981
Income & contributions
- Employer contributions
- $2,499,744
- Participant contributions
- $8,324,696
- Total contributions
- $11,329,007
- Total income / additions
- $23,370,918
Expenses & distributions
- Benefits paid
- $8,086,933
- Administrative expenses
- $371,351
- Total expenses
- $8,468,711
- Net increase / (decrease)
- $14,902,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $208,435 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation Rpcp | NONE | $145,711 | not reported in the loaded dataset | 2023 |
| Presnell Gage Pllc | NONE | $17,200 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $0 | $5,356 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gee Automotive Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Liberty Lake, WA
- Stancorp Financial Group — Schedule C compensation
- Lpl Financial Corporation Rpcp — Schedule C compensation
- Presnell Gage Pllc — Schedule C compensation
- Reliance Trust Company — Schedule C compensation