Plan5500

Pope Group 401(K) Profit Sharing Plan — Form 5500 plan (Pope 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, Pope Group 401(K) Profit Sharing Plan is a benefit plan reported by Pope Automotive Group under EIN 58-2313642 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,057 participants and $27,428,739 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pope Automotive Group
EIN
58-2313642
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
2,057
End-of-year plan assets
$27,428,739

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,057H, C20241015065210NAL0048342384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,428,739
Net assets (EOY)
$27,428,739
Net assets (BOY)
$21,331,050

Income & contributions

Employer contributions
$559,956
Participant contributions
$4,978,130
Total contributions
$5,889,466
Total income / additions
$9,268,295

Expenses & distributions

Benefits paid
$2,808,587
Administrative expenses
$362,019
Total expenses
$3,170,606
Net increase / (decrease)
$6,097,689

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Financial Services, Inc.not reported in the loaded dataset$168,036$2,5192023
Nationwide Life Insurance Companynot reported in the loaded dataset$128,990$9,2032023
Brinker Investmentsnot reported in the loaded dataset$50,360not reported in the loaded dataset2023

Related Form 5500 pages