Hertrich Family Of Automobile Dealers 401 (K) Plan — Form 5500 plan (Hertrich Family Of Automobile Dealers)

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, Hertrich Family Of Automobile Dealers 401 (K) Plan is a benefit plan reported by Hertrich Family Of Automobile Dealers under EIN 51-0302019 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,014 participants and $36,610,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hertrich Family Of Automobile Dealers
EIN
51-0302019
Plan number
001
Plan type
3
Location
Seaford, DE
Latest filing year
2023
Participants
1,014
End-of-year plan assets
$36,610,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,014H, C20240930121334NAL0002606547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,610,155
Total liabilities (EOY)
$0
Net assets (EOY)
$36,610,155
Net assets (BOY)
$28,793,839

Income & contributions

Employer contributions
$1,173,251
Participant contributions
$3,251,211
Total contributions
$5,981,536
Total income / additions
$11,434,371

Expenses & distributions

Benefits paid
$3,264,054
Administrative expenses
$276,834
Total expenses
$3,618,055
Net increase / (decrease)
$7,816,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment AdvisorsRIA$44,502not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD KEEPER$11,373not reported in the loaded dataset2023

Related Form 5500 pages