Koons Automotive Group Retirement Savings Plan — Form 5500 plan (Jim Koons Management Company, 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, Koons Automotive Group Retirement Savings Plan is a benefit plan reported by Jim Koons Management Company, Inc. under EIN 52-1476401 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,270 participants and $142,771,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jim Koons Management Company, Inc.
- EIN
- 52-1476401
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 2,270
- End-of-year plan assets
- $142,771,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,270 | H, C | 20241007075741NAL0014906801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,771,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,771,664
- Net assets (BOY)
- $122,139,564
Income & contributions
- Employer contributions
- $2,756,494
- Participant contributions
- $11,418,984
- Total contributions
- $15,004,254
- Total income / additions
- $36,286,184
Expenses & distributions
- Benefits paid
- $15,415,907
- Administrative expenses
- $225,787
- Total expenses
- $15,654,084
- Net increase / (decrease)
- $20,632,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $113,448 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $46,203 | $0 | 2023 |
| Cetera Investment Advisors LLC | ADVISOR | $39,887 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $26,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jim Koons Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Vienna, VA
- Cetera Advisor Networks LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cetera Investment Advisors LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation