Mike Erdman Motors 401(K) Savings Plan — Form 5500 plan (Mike Erdman Motors, 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, Mike Erdman Motors 401(K) Savings Plan is a benefit plan reported by Mike Erdman Motors, Inc. under EIN 65-0180295 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $6,750,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mike Erdman Motors, Inc.
EIN
65-0180295
Plan number
001
Plan type
2
Location
Cocoa, FL
Latest filing year
2023
Participants
227
End-of-year plan assets
$6,750,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240719134531NAL0006902161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,750,481
Total liabilities (EOY)
$0
Net assets (EOY)
$6,750,481
Net assets (BOY)
$5,495,221

Income & contributions

Participant contributions
$971,687
Total contributions
$971,687
Total income / additions
$1,946,236

Expenses & distributions

Benefits paid
$684,500
Administrative expenses
$6,476
Total expenses
$690,976
Net increase / (decrease)
$1,255,260

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$6,557$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages