Wyatt Johnson 401(K) Plan — Form 5500 plan (Wyatt Johnson 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, Wyatt Johnson 401(K) Plan is a benefit plan reported by Wyatt Johnson Automotive Group under EIN 62-0817336 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,705,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wyatt Johnson Automotive Group
- EIN
- 62-0817336
- Plan number
- 001
- Plan type
- 2
- Location
- Clarksville, TN
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $3,705,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015115643NAL0028285505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,705,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,705,007
- Net assets (BOY)
- $5,018,620
Income & contributions
- Employer contributions
- $11,846
- Participant contributions
- $64,292
- Total contributions
- $76,138
- Total income / additions
- $697,132
Expenses & distributions
- Benefits paid
- $1,977,852
- Administrative expenses
- $33,731
- Total expenses
- $2,010,745
- Net increase / (decrease)
- -$1,313,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,731 | $0 | 2023 |
| Ceera Advisor Networks LLC | BROKER/ADVISER | $0 | $10,506 | 2023 |