Sisbarro Dealerships 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Sisbarro Autoworld, 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, Sisbarro Dealerships 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Sisbarro Autoworld, Inc. under EIN 85-0334453 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $5,488,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sisbarro Autoworld, Inc.
- EIN
- 85-0334453
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $5,488,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241011103809NAL0022589409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,488,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,488,608
- Net assets (BOY)
- $4,559,126
Income & contributions
- Employer contributions
- $235,389
- Participant contributions
- $380,968
- Total contributions
- $616,357
- Total income / additions
- $1,199,996
Expenses & distributions
- Benefits paid
- $267,090
- Administrative expenses
- $3,424
- Total expenses
- $270,514
- Net increase / (decrease)
- $929,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spence Asset Management | RIA | $19,137 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,034 | $0 | 2023 |
| Pension Planning Consultants, Inc. | NONE | $1,390 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sisbarro Autoworld, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Las Cruces, NM
- Spence Asset Management — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation