Stanley Auto Group 401(K) Plan — Form 5500 plan (Stanley Automotive Enterprises, 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, Stanley Auto Group 401(K) Plan is a benefit plan reported by Stanley Automotive Enterprises, Inc. under EIN 75-2928727 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $2,157,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stanley Automotive Enterprises, Inc.
- EIN
- 75-2928727
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $2,157,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241001105227NAL0006963025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,157,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,157,107
- Net assets (BOY)
- $1,886,877
Income & contributions
- Employer contributions
- $72
- Participant contributions
- $591,868
- Total contributions
- $660,373
- Total income / additions
- $981,059
Expenses & distributions
- Benefits paid
- $648,008
- Administrative expenses
- $22,387
- Total expenses
- $710,829
- Net increase / (decrease)
- $270,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,428 | $0 | 2023 |
| First Horizon Advisors Inc | BROKER/ADVISER | $0 | $10,068 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $957 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stanley Automotive Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- First Horizon Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation