Haley Automotive Group Profit Sharing Plan — Form 5500 plan (Haley Buick Gmc Truck, 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, Haley Automotive Group Profit Sharing Plan is a benefit plan reported by Haley Buick Gmc Truck, Inc under EIN 54-0719909 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $25,719,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haley Buick Gmc Truck, Inc
EIN
54-0719909
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
662
End-of-year plan assets
$25,719,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023662H, C20241108130946NAL0007204323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,719,419
Total liabilities (EOY)
$0
Net assets (EOY)
$25,719,419
Net assets (BOY)
$23,577,061

Income & contributions

Employer contributions
$116,396
Participant contributions
$1,642,059
Total contributions
$1,787,304
Total income / additions
$5,232,727

Expenses & distributions

Benefits paid
$2,822,158
Administrative expenses
$118,151
Total expenses
$3,090,369
Net increase / (decrease)
$2,142,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT ADVISOR$55,153not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$50,536$02023
Empower Advisory Group, LLCINVESTMENT MGMT$12,462not reported in the loaded dataset2023

Related Form 5500 pages