Mcdonald Automotive Group Salary Deferral 401(K) Plan — Form 5500 plan (Continental Volkswagon 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, Mcdonald Automotive Group Salary Deferral 401(K) Plan is a benefit plan reported by Continental Volkswagon LLC under EIN 85-0136821 and plan number 001. The latest loaded filing year is 2023. The filing reports 840 participants and $22,038,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Continental Volkswagon LLC
- EIN
- 85-0136821
- Plan number
- 001
- Plan type
- 2
- Location
- Littleton, CO
- Latest filing year
- 2023
- Participants
- 840
- End-of-year plan assets
- $22,038,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 840 | H, C | 20240913101711NAL0005896435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,038,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,038,207
- Net assets (BOY)
- $16,515,169
Income & contributions
- Employer contributions
- $1,658,822
- Participant contributions
- $2,819,955
- Total contributions
- $4,575,829
- Total income / additions
- $7,122,488
Expenses & distributions
- Benefits paid
- $1,337,779
- Administrative expenses
- $234,314
- Total expenses
- $1,599,450
- Net increase / (decrease)
- $5,523,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wakefield Asset Management Lllp | INVESTMENT/FINANCIAL ADVI | $157,142 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $74,450 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $106 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Continental Volkswagon LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Littleton, CO
- Wakefield Asset Management Lllp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation