Modern Automotive Network 401(K) And Profit Sharing Plan — Form 5500 plan (Modern Automotive Network, LLC)

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, Modern Automotive Network 401(K) And Profit Sharing Plan is a benefit plan reported by Modern Automotive Network, LLC under EIN 56-2274042 and plan number 002. The latest loaded filing year is 2023. The filing reports 896 participants and $24,603,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Modern Automotive Network, LLC
EIN
56-2274042
Plan number
002
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
896
End-of-year plan assets
$24,603,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023896H, C20241010082209NAL0020685857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,603,532
Total liabilities (EOY)
$0
Net assets (EOY)
$24,603,532
Net assets (BOY)
$20,211,646

Income & contributions

Employer contributions
$0
Participant contributions
$2,138,294
Total contributions
$2,219,050
Total income / additions
$5,863,158

Expenses & distributions

Benefits paid
$1,314,957
Administrative expenses
$77,997
Total expenses
$1,471,272
Net increase / (decrease)
$4,391,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$27,001$02023
Oppenheimer & Co IncINVESTMENT ADVISOR$21,707not reported in the loaded dataset2023
Clifton Larson Allen Wealth AdvisorAUDITOR$15,832not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$13,457not reported in the loaded dataset2023

Related Form 5500 pages