Interstate Auto Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Interstate Auto Group, 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, Interstate Auto Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Interstate Auto Group, Inc. under EIN 75-3246503 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $10,349,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interstate Auto Group, Inc.
EIN
75-3246503
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
298
End-of-year plan assets
$10,349,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20240924093112NAL0017210912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,349,888
Total liabilities (EOY)
$0
Net assets (EOY)
$10,349,888
Net assets (BOY)
$8,486,674

Income & contributions

Employer contributions
$181,382
Participant contributions
$697,181
Total contributions
$878,563
Total income / additions
$2,510,487

Expenses & distributions

Benefits paid
$599,565
Administrative expenses
$40,500
Total expenses
$647,273
Net increase / (decrease)
$1,863,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hays Financial Group LLCNONE$27,483not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$13,017$02023

Related Form 5500 pages