Alan Jay Automotive Management, Inc. — Form 5500 plan (Alan Jay Automotive Management, 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, Alan Jay Automotive Management, Inc. is a benefit plan reported by Alan Jay Automotive Management, Inc. under EIN 59-3533025 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $9,145,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alan Jay Automotive Management, Inc.
- EIN
- 59-3533025
- Plan number
- 001
- Plan type
- 2
- Location
- Sebring, FL
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $9,145,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241015175058NAL0030543649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,145,803
- Total liabilities (EOY)
- $371
- Net assets (EOY)
- $9,145,432
- Net assets (BOY)
- $7,301,757
Income & contributions
- Employer contributions
- $860,914
- Participant contributions
- $832,454
- Total contributions
- $1,696,335
- Total income / additions
- $2,542,003
Expenses & distributions
- Benefits paid
- $582,642
- Administrative expenses
- $115,315
- Total expenses
- $698,328
- Net increase / (decrease)
- $1,843,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $74,175 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | not reported in the loaded dataset | not reported in the loaded dataset | $31,516 | 2023 |
| Fiduciary Wise, LLC | not reported in the loaded dataset | $5,996 | not reported in the loaded dataset | 2023 |
| Pension Financial Services | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alan Jay Automotive Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sebring, FL
- Nationwide — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation
- Pension Financial Services — Schedule C compensation