Plan5500

Phil Long Dealerships, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Phil Long Dealerships, 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, Phil Long Dealerships, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Phil Long Dealerships, Inc. under EIN 84-1393913 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,683 participants and $55,909,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phil Long Dealerships, Inc.
EIN
84-1393913
Plan number
002
Plan type
3
Location
Colorado Springs, CO
Latest filing year
2023
Participants
1,683
End-of-year plan assets
$55,909,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,683H, C20241004180851NAL0024471090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,909,616
Total liabilities (EOY)
$0
Net assets (EOY)
$55,909,616
Net assets (BOY)
$43,779,736

Income & contributions

Employer contributions
$692,170
Participant contributions
$7,607,989
Total contributions
$8,671,781
Total income / additions
$16,110,314

Expenses & distributions

Benefits paid
$3,761,953
Administrative expenses
$215,239
Total expenses
$3,980,434
Net increase / (decrease)
$12,129,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$102,912$02023
Strategic Advisors, Inc.ADVISOR$22,492not reported in the loaded dataset2023
Crowe LlpACCOUNTANT/AUDITOR$18,900not reported in the loaded dataset2023

Related Form 5500 pages