Pack Automotive Group 401(K) Plan — Form 5500 plan (Pack 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, Pack Automotive Group 401(K) Plan is a benefit plan reported by Pack Automotive Group under EIN 75-1007322 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $18,488,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pack Automotive Group
- EIN
- 75-1007322
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 880
- End-of-year plan assets
- $18,488,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 880 | H, C | 20240724091632NAL0021333152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,488,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,488,697
- Net assets (BOY)
- $14,659,032
Income & contributions
- Employer contributions
- $413,927
- Participant contributions
- $2,393,469
- Total contributions
- $3,007,979
- Total income / additions
- $5,270,212
Expenses & distributions
- Benefits paid
- $1,350,795
- Administrative expenses
- $94,086
- Total expenses
- $1,440,547
- Net increase / (decrease)
- $3,829,665
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,808 | $0 | 2023 |
| Woodbury Financial Services Inc | BROKER/ADVISER | $0 | $28,018 | 2023 |
| National Automobile Dealers Associa | OTHER | $18,272 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,058 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $3,045 | not reported in the loaded dataset | 2023 |
| Northeast Retirement Services, Inc. | OTHER | $1,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pack Automotive Group
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Northeast Retirement Services, Inc. — Schedule C compensation