Autoinc 401(K) Plan — Form 5500 plan (Auto, Lllp Dba Autoinc)
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, Autoinc 401(K) Plan is a benefit plan reported by Auto, Lllp Dba Autoinc under EIN 75-1628221 and plan number 003. The latest loaded filing year is 2023. The filing reports 709 participants and $22,237,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auto, Lllp Dba Autoinc
- EIN
- 75-1628221
- Plan number
- 003
- Plan type
- 3
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $22,237,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20241015122052NAL0014613459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,237,258
- Total liabilities (EOY)
- $43,122
- Net assets (EOY)
- $22,194,136
- Net assets (BOY)
- $18,854,568
Income & contributions
- Employer contributions
- $607,006
- Participant contributions
- $1,708,595
- Total contributions
- $2,315,601
- Total income / additions
- $5,340,079
Expenses & distributions
- Benefits paid
- $1,885,659
- Administrative expenses
- $71,730
- Total expenses
- $2,000,511
- Net increase / (decrease)
- $3,339,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | INVESTMENT MGMT | $35,963 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,598 | $0 | 2023 |
| Amarillo National Bank | INVESTMENT ADVISOR | $25,133 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,638 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auto, Lllp Dba Autoinc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- July Business Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Amarillo National Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation