Cma Group Salary Deferral Plan — Form 5500 plan (Petersburg Motor Company Dba Carter Myers Automotive)

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, Cma Group Salary Deferral Plan is a benefit plan reported by Petersburg Motor Company Dba Carter Myers Automotive under EIN 54-0338910 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,209 participants and $27,757,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Petersburg Motor Company Dba Carter Myers Automotive
EIN
54-0338910
Plan number
003
Plan type
2
Location
Charlottesville, VA
Latest filing year
2023
Participants
1,209
End-of-year plan assets
$27,757,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,209H, C20240729135128NAL0029899520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,757,370
Total liabilities (EOY)
$0
Net assets (EOY)
$27,757,370
Net assets (BOY)
$23,145,931

Income & contributions

Employer contributions
$446,488
Participant contributions
$3,725,633
Total contributions
$4,523,887
Total income / additions
$8,877,123

Expenses & distributions

Benefits paid
$4,127,945
Administrative expenses
$24,556
Total expenses
$4,265,684
Net increase / (decrease)
$4,611,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$24,556not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages