Nelson Automotive Group 401(K) Plan — Form 5500 plan (Nelson Automotive Group)
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, Nelson Automotive Group 401(K) Plan is a benefit plan reported by Nelson Automotive Group under EIN 54-0989898 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $4,288,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nelson Automotive Group
- EIN
- 54-0989898
- Plan number
- 001
- Plan type
- 2
- Location
- Martinsville, VA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $4,288,326
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241015135247NAL0029857521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,288,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,288,326
- Net assets (BOY)
- $3,591,218
Income & contributions
- Participant contributions
- $208,816
- Total contributions
- $208,816
- Total income / additions
- $703,274
Expenses & distributions
- Benefits paid
- $4,008
- Administrative expenses
- $2,158
- Total expenses
- $6,166
- Net increase / (decrease)
- $697,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $2,158 | $0 | 2023 |