The Sheehy Organization 401(K) Savings Plan — Form 5500 plan (Sheehy Auto Stores, 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, The Sheehy Organization 401(K) Savings Plan is a benefit plan reported by Sheehy Auto Stores, Inc. under EIN 54-1952240 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,276 participants and $108,742,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheehy Auto Stores, Inc.
- EIN
- 54-1952240
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 2,276
- End-of-year plan assets
- $108,742,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,276 | H, C | 20241010101006NAL0009893603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,742,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,742,722
- Net assets (BOY)
- $84,778,898
Income & contributions
- Employer contributions
- $4,428,619
- Participant contributions
- $9,732,232
- Total contributions
- $14,756,155
- Total income / additions
- $31,106,019
Expenses & distributions
- Benefits paid
- $6,645,636
- Administrative expenses
- $358,015
- Total expenses
- $7,142,195
- Net increase / (decrease)
- $23,963,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $243,272 | $0 | 2023 |
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $90,092 | $0 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $12,325 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheehy Auto Stores, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Adp, Inc. — Schedule C compensation
- James A. Reichert — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation