Family Dealership Group Employee Savings Plan — Form 5500 plan (Family Dealership Group, 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, Family Dealership Group Employee Savings Plan is a benefit plan reported by Family Dealership Group, LLC under EIN 47-1341328 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $4,454,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Dealership Group, LLC
EIN
47-1341328
Plan number
001
Plan type
2
Location
Burleson, TX
Latest filing year
2023
Participants
253
End-of-year plan assets
$4,454,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20241015155356NAL0016805827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,454,971
Total liabilities (EOY)
$0
Net assets (EOY)
$4,454,971
Net assets (BOY)
$3,335,577

Income & contributions

Employer contributions
$92,172
Participant contributions
$624,640
Total contributions
$740,755
Total income / additions
$1,366,259

Expenses & distributions

Benefits paid
$235,961
Administrative expenses
$10,904
Total expenses
$246,865
Net increase / (decrease)
$1,119,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$1,035$02023

Related Form 5500 pages