Gettel Automotive, Inc. 401(K) Plan — Form 5500 plan (Gettel 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, Gettel Automotive, Inc. 401(K) Plan is a benefit plan reported by Gettel Automotive, Inc. under EIN 65-0224226 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,201 participants and $36,028,099 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gettel Automotive, Inc.
EIN
65-0224226
Plan number
001
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
1,201
End-of-year plan assets
$36,028,099

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20240731170215NAL0049316626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,028,099
Total liabilities (EOY)
$0
Net assets (EOY)
$36,028,099
Net assets (BOY)
$27,648,279

Income & contributions

Employer contributions
$682,619
Participant contributions
$5,064,003
Total contributions
$5,986,120
Total income / additions
$11,334,166

Expenses & distributions

Benefits paid
$2,802,872
Administrative expenses
$147,605
Total expenses
$2,954,346
Net increase / (decrease)
$8,379,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$147,604$02023
Cambridge Investment Research AdvisINVESTMENT ADVISORY$0$34,4632023

Related Form 5500 pages