Thomas Automotive Family 401(K) Plan — Form 5500 plan (Thomas Automotive Family 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, Thomas Automotive Family 401(K) Plan is a benefit plan reported by Thomas Automotive Family LLC under EIN 83-1434331 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $10,440,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Automotive Family LLC
- EIN
- 83-1434331
- Plan number
- 002
- Plan type
- 3
- Location
- Bedford, PA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $10,440,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241011073531NAL0022366673003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,440,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,194
- Net assets (BOY)
- $10,807,142
Income & contributions
- Employer contributions
- $126,653
- Participant contributions
- $808,798
- Total contributions
- $952,089
- Total income / additions
- $2,309,068
Expenses & distributions
- Benefits paid
- $2,637,837
- Administrative expenses
- $38,179
- Total expenses
- $2,676,016
- Net increase / (decrease)
- -$366,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus Insurance Agency | BROKER DEALER | $0 | $20,720 | 2023 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $0 | $8,548 | 2023 |