Allen Turner Automotive Inc 401(K) Plan — Form 5500 plan (Allen Turner Automotive, 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, Allen Turner Automotive Inc 401(K) Plan is a benefit plan reported by Allen Turner Automotive, Inc. under EIN 59-2343376 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $6,454,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Turner Automotive, Inc.
- EIN
- 59-2343376
- Plan number
- 001
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $6,454,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20250127135916NAL0007725347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,454,166
- Net assets (EOY)
- $6,454,166
- Net assets (BOY)
- $4,995,011
Income & contributions
- Employer contributions
- $316,414
- Participant contributions
- $870,443
- Total contributions
- $1,205,562
- Total income / additions
- $1,835,491
Expenses & distributions
- Benefits paid
- $335,825
- Administrative expenses
- $40,511
- Total expenses
- $376,336
- Net increase / (decrease)
- $1,459,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $40,551 | $0 | 2023 |
| Stifel Nicolaus & Company Inc | OTHER SERVICES | $0 | $12,239 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen Turner Automotive, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pensacola, FL
- Principal Life Insurance Co — Schedule C compensation
- Stifel Nicolaus & Company Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation