Walser Automotive Group, LLC Savings And Investment Plan — Form 5500 plan (Walser Automotive 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, Walser Automotive Group, LLC Savings And Investment Plan is a benefit plan reported by Walser Automotive Group, LLC under EIN 52-2436225 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,682 participants and $75,845,098 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walser Automotive Group, LLC
EIN
52-2436225
Plan number
001
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
2,682
End-of-year plan assets
$75,845,098

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,682H, C20241011165031NAL0022371697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,845,098
Total liabilities (EOY)
$0
Net assets (EOY)
$75,845,098
Net assets (BOY)
$58,903,620

Income & contributions

Employer contributions
$1,105,883
Participant contributions
$8,696,074
Total contributions
$10,513,460
Total income / additions
$21,807,308

Expenses & distributions

Benefits paid
$4,684,598
Administrative expenses
$147,572
Total expenses
$4,865,830
Net increase / (decrease)
$16,941,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$147,572$02023

Related Form 5500 pages