Patriot Buick Pontiac Gmc Salary Deferral 401(K) & Profit Sharing Plan — Form 5500 plan (Patriot Buick Pontiac Gmc, 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, Patriot Buick Pontiac Gmc Salary Deferral 401(K) & Profit Sharing Plan is a benefit plan reported by Patriot Buick Pontiac Gmc, Inc. under EIN 55-0906249 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $6,242,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patriot Buick Pontiac Gmc, Inc.
EIN
55-0906249
Plan number
001
Plan type
2
Location
Boyertown, PA
Latest filing year
2023
Participants
184
End-of-year plan assets
$6,242,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241127133831NAL0004329411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,242,799
Total liabilities (EOY)
$0
Net assets (EOY)
$6,242,799
Net assets (BOY)
$4,630,907

Income & contributions

Employer contributions
$350,125
Participant contributions
$672,549
Total contributions
$1,027,972
Total income / additions
$2,003,223

Expenses & distributions

Benefits paid
$368,354
Administrative expenses
$22,977
Total expenses
$391,331
Net increase / (decrease)
$1,611,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$18,738not reported in the loaded dataset2023
Ascensus LLCNONE$4,239$02023

Related Form 5500 pages