Anderson Automotive Group 401(K) And Profit Sharing Plan — Form 5500 plan (Anderson Automotive Group, 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, Anderson Automotive Group 401(K) And Profit Sharing Plan is a benefit plan reported by Anderson Automotive Group, Inc under EIN 52-0541407 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $12,127,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Automotive Group, Inc
EIN
52-0541407
Plan number
001
Plan type
2
Location
Cockeysville, MD
Latest filing year
2023
Participants
150
End-of-year plan assets
$12,127,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241015143200NAL0056681106001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,127,935
Total liabilities (EOY)
$0
Net assets (EOY)
$12,127,935
Net assets (BOY)
$10,289,703

Income & contributions

Employer contributions
$158,245
Participant contributions
$518,922
Total contributions
$706,530
Total income / additions
$2,530,411

Expenses & distributions

Benefits paid
$594,113
Administrative expenses
$69,155
Total expenses
$692,179
Net increase / (decrease)
$1,838,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Janney Montgomery Scott, LLCN/A$49,006not reported in the loaded dataset2023
NwpsN/A$20,149not reported in the loaded dataset2023

Related Form 5500 pages