Golden Automotive Group LLC 401(K) Profit Sharing Plan — Form 5500 plan (Golden Automotive Group 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, Golden Automotive Group LLC 401(K) Profit Sharing Plan is a benefit plan reported by Golden Automotive Group LLC under EIN 84-1321219 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $6,641,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Automotive Group LLC
EIN
84-1321219
Plan number
001
Plan type
2
Location
Golden, CO
Latest filing year
2023
Participants
231
End-of-year plan assets
$6,641,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015175811NAL0030561761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,641,155
Total liabilities (EOY)
$0
Net assets (EOY)
$6,641,155
Net assets (BOY)
$5,674,346

Income & contributions

Employer contributions
$207,944
Participant contributions
$621,147
Total contributions
$839,283
Total income / additions
$1,961,844

Expenses & distributions

Benefits paid
$952,945
Administrative expenses
$42,090
Total expenses
$995,035
Net increase / (decrease)
$966,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,977$02023
First Western Trust BankADVISOR$20,113not reported in the loaded dataset2023

Related Form 5500 pages