Plan5500

Montrose Auto Group 401(K) Retirement Savings Plan — Form 5500 plan (Mta Investments, 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, Montrose Auto Group 401(K) Retirement Savings Plan is a benefit plan reported by Mta Investments, Inc. under EIN 59-2738546 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $8,964,443 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,894,788
Participants494Covered participants reported
Assets / participant$18.1KComputed: assets ÷ participants$18,147 (computed)
Provider compensation$118.1K4 Schedule C provider row(s)$118,078
Plan sponsor
Mta Investments, Inc.
EIN
59-2738546
Plan number
001
Plan type
2
Location
Akron, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    494 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9M total assets
Net assets$8.9MLiabilities$69.7K
Money in vs. money out
Total income / additions$2.3M
Total expenses$938.4K
Benefits paid / distributions$807.4K
Contributions
EmployerNot reported
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$8,964,443
Total liabilities (EOY)
$69,655
Net assets (EOY)
$8,894,788
Net assets (BOY)
$7,531,879

Income & contributions

Participant contributions
$1,036,404
Total contributions
$1,057,443
Total income / additions
$2,301,264

Expenses & distributions

Benefits paid
$807,434
Administrative expenses
$94,164
Total expenses
$938,355
Net increase / (decrease)
$1,362,909
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Symphony Financial Services Inc$71.5K
    INVESTMENT ADVISOR · Direct $71.5K · Indirect $0
  2. 2
    Empower Annuity Insurance Co$22.8K
    RECORDKEEPER · Direct $22.8K · Indirect $0
  3. 3
    Farmers Trust Compamy Dba National$17.9K
    CONTRACT ADMIN · Direct $17.9K · Indirect $0
  4. 4
    Empower Advisory Group LLC$5.8K
    INVESTMENT MGMT · Direct $5.8K · Indirect $0

Related Form 5500 pages