Mercedes-Benz Of Buckhead 401(K) Plan — Form 5500 plan (The Baran Company, LLC)
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, Mercedes-Benz Of Buckhead 401(K) Plan is a benefit plan reported by The Baran Company, LLC under EIN 65-1179820 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $4,816,602 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,816,602
Participants193Covered participants reported
Assets / participant$25KComputed: assets ÷ participants$24,956 (computed)
Provider compensation$11.9K2 Schedule C provider row(s)$11,921
- Plan sponsor
- The Baran Company, LLC
- EIN
- 65-1179820
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240814194414NAL0020726688001 |
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,816,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,816,602
- Net assets (BOY)
- $3,583,604
Income & contributions
- Employer contributions
- $129,682
- Participant contributions
- $927,384
- Total contributions
- $1,057,066
- Total income / additions
- $1,639,770
Expenses & distributions
- Benefits paid
- $394,851
- Administrative expenses
- $11,921
- Total expenses
- $406,772
- Net increase / (decrease)
- $1,232,998
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $6,905 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $5,016 | $0 | 2023 |