Southern States Automotive Mgmt. Group LLC 401(K) Plan — Form 5500 plan (Southern States Automotive Mgmt. Gr LLC)
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, Southern States Automotive Mgmt. Group LLC 401(K) Plan is a benefit plan reported by Southern States Automotive Mgmt. Gr LLC under EIN 82-0793290 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $4,591,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern States Automotive Mgmt. Gr LLC
- EIN
- 82-0793290
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $4,591,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241009134946NAL0018472817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,591,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,591,768
- Net assets (BOY)
- $3,855,153
Income & contributions
- Employer contributions
- $239,142
- Participant contributions
- $451,855
- Total contributions
- $693,226
- Total income / additions
- $1,471,833
Expenses & distributions
- Benefits paid
- $695,407
- Administrative expenses
- $39,811
- Total expenses
- $735,218
- Net increase / (decrease)
- $736,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $21,239 | $0 | 2023 |
| First Horizon Advisors | NONE | $18,566 | not reported in the loaded dataset | 2023 |