Moreland Dealerships Retirement Savings Plan — Form 5500 plan (Grand Auto, 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, Moreland Dealerships Retirement Savings Plan is a benefit plan reported by Grand Auto, Inc. under EIN 84-1120772 and plan number 003. The latest loaded filing year is 2023. The filing reports 658 participants and $7,160,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grand Auto, Inc.
- EIN
- 84-1120772
- Plan number
- 003
- Plan type
- 3
- Location
- Thornton, CO
- Latest filing year
- 2023
- Participants
- 658
- End-of-year plan assets
- $7,160,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20241015122820NAL0029628401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,160,658
- Total liabilities (EOY)
- $827
- Net assets (EOY)
- $7,159,831
- Net assets (BOY)
- $7,471,306
Income & contributions
- Participant contributions
- $728,832
- Total contributions
- $728,832
- Total income / additions
- $1,849,283
Expenses & distributions
- Benefits paid
- $2,120,746
- Administrative expenses
- $40,012
- Total expenses
- $2,160,758
- Net increase / (decrease)
- -$311,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $33,700 | $0 | 2023 |
| Alerus Retirement Consulting | TPA | $4,850 | $0 | 2023 |
| Woodbury Financial Services | BROKER | $0 | $1,783 | 2023 |
| Mesirow Financnial, Inc. | INVESTMENT ADVISORY-PLAN | $1,462 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grand Auto, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Thornton, CO
- Transamerica Financial Life Ins Co — Schedule C compensation
- Alerus Retirement Consulting — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Mesirow Financnial, Inc. — Schedule C compensation