Gerald Jones Automotive Group 401(K) Plan — Form 5500 plan (Gerald Jones 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, Gerald Jones Automotive Group 401(K) Plan is a benefit plan reported by Gerald Jones Automotive Group under EIN 58-1181145 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $10,091,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gerald Jones Automotive Group
- EIN
- 58-1181145
- Plan number
- 001
- Plan type
- 3
- Location
- Martinez, GA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $10,091,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241011093851NAL0021605425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,091,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,091,514
- Net assets (BOY)
- $8,127,325
Income & contributions
- Employer contributions
- $73,854
- Participant contributions
- $953,680
- Total contributions
- $1,067,673
- Total income / additions
- $2,429,099
Expenses & distributions
- Benefits paid
- $396,068
- Administrative expenses
- $68,842
- Total expenses
- $464,910
- Net increase / (decrease)
- $1,964,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Firethorn Wealth Partners | RIA | $31,290 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,316 | not reported in the loaded dataset | 2023 |