Ben Mynatt Family Of Dealerships 401(K) Plan — Form 5500 plan (Ben Mynatt Family Of Dealerships)
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, Ben Mynatt Family Of Dealerships 401(K) Plan is a benefit plan reported by Ben Mynatt Family Of Dealerships under EIN 82-3288756 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $12,639,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ben Mynatt Family Of Dealerships
- EIN
- 82-3288756
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NC
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $12,639,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240828111632NAL0019507248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,639,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,639,734
- Net assets (BOY)
- $10,511,407
Income & contributions
- Employer contributions
- $76,679
- Participant contributions
- $804,782
- Total contributions
- $882,806
- Total income / additions
- $2,863,421
Expenses & distributions
- Benefits paid
- $708,265
- Administrative expenses
- $26,829
- Total expenses
- $735,094
- Net increase / (decrease)
- $2,128,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,829 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ben Mynatt Family Of Dealerships
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Concord, NC
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation