Menholt Automotive Group 401(K) Plan — Form 5500 plan (Menholt 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, Menholt Automotive Group 401(K) Plan is a benefit plan reported by Menholt Automotive Group under EIN 81-0449357 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $17,407,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Menholt Automotive Group
- EIN
- 81-0449357
- Plan number
- 001
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $17,407,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H, C | 20240617114824NAL0003055922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,407,336
- Total liabilities (EOY)
- $72,586
- Net assets (EOY)
- $17,334,750
- Net assets (BOY)
- $14,035,056
Income & contributions
- Employer contributions
- $403,779
- Participant contributions
- $1,334,779
- Total contributions
- $1,848,487
- Total income / additions
- $4,434,710
Expenses & distributions
- Benefits paid
- $1,051,084
- Administrative expenses
- $51,993
- Total expenses
- $1,135,016
- Net increase / (decrease)
- $3,299,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | OTHER | $29,535 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,458 | $0 | 2023 |