The Frank Fletcher Group 401(K) Plan — Form 5500 plan (Frank Fletcher Auto Group, LLC D/B/A Frank Fletcher 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, The Frank Fletcher Group 401(K) Plan is a benefit plan reported by Frank Fletcher Auto Group, LLC D/B/A Frank Fletcher Group under EIN 71-0861100 and plan number 333. The latest loaded filing year is 2023. The filing reports 778 participants and $21,798,259 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.7MPlan net assets, end of year$21,674,600
Participants778Covered participants reported
Assets / participant$28KComputed: assets ÷ participants$28,018 (computed)
Provider compensation$130.7K1 Schedule C provider row(s)$130,697
Plan sponsor
Frank Fletcher Auto Group, LLC D/B/A Frank Fletcher Group
EIN
71-0861100
Plan number
333
Plan type
2
Location
Sherwood, AR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023778H, C20240905095349NAL0021390737001
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)$21.8M total assets
Net assets$21.7MLiabilities$123.7K
Money in vs. money out
Total income / additions$5.9M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
Employer$205K
Participant$2.4M
Full reported line items

Net assets

Total assets (EOY)
$21,798,259
Total liabilities (EOY)
$123,659
Net assets (EOY)
$21,674,600
Net assets (BOY)
$17,843,014

Income & contributions

Employer contributions
$204,959
Participant contributions
$2,359,003
Total contributions
$2,585,488
Total income / additions
$5,867,058

Expenses & distributions

Benefits paid
$1,781,116
Administrative expenses
$130,697
Total expenses
$2,035,472
Net increase / (decrease)
$3,831,586
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.

Contribution share (employer vs. participant)
Employer 8%Participant 92%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$130,697$02023

Related Form 5500 pages