Ourisman Automotive 401(K) Plan — Form 5500 plan (Rockmont Motor Company T/A Ourisman Rockmont, 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, Ourisman Automotive 401(K) Plan is a benefit plan reported by Rockmont Motor Company T/A Ourisman Rockmont, Inc. under EIN 52-0463215 and plan number 001. The latest loaded filing year is 2023. The filing reports 982 participants and $16,547,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rockmont Motor Company T/A Ourisman Rockmont, Inc.
- EIN
- 52-0463215
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 982
- End-of-year plan assets
- $16,547,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 982 | H, C | 20241014160956NAL0046750144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,547,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,547,463
- Net assets (BOY)
- $12,827,932
Income & contributions
- Employer contributions
- $72,405
- Participant contributions
- $1,894,875
- Total contributions
- $2,259,995
- Total income / additions
- $4,427,809
Expenses & distributions
- Benefits paid
- $692,288
- Administrative expenses
- $15,990
- Total expenses
- $708,278
- Net increase / (decrease)
- $3,719,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Planners & Administrator | THIRD PARTY ADMINISTRATO | $9,551 | $7,022 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,250 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $2,290 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rockmont Motor Company T/A Ourisman Rockmont, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Retirement Planners & Administrator — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation