Haselwood Auto Group 401(K) Plan — Form 5500 plan (Haselwood Auto Group)
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, Haselwood Auto Group 401(K) Plan is a benefit plan reported by Haselwood Auto Group under EIN 91-0782497 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $27,436,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haselwood Auto Group
- EIN
- 91-0782497
- Plan number
- 001
- Plan type
- 2
- Location
- Bremerton, WA
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $27,436,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241015112821NAL0055769026001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,436,758
- Total liabilities (EOY)
- $14,120
- Net assets (EOY)
- $27,422,638
- Net assets (BOY)
- $21,797,502
Income & contributions
- Employer contributions
- $966,537
- Participant contributions
- $2,650,705
- Total contributions
- $3,727,812
- Total income / additions
- $7,808,511
Expenses & distributions
- Benefits paid
- $2,038,024
- Administrative expenses
- $145,351
- Total expenses
- $2,183,375
- Net increase / (decrease)
- $5,625,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $113,972 | $0 | 2023 |
| Hunnex & Shoemaker | TPA | $31,379 | $0 | 2023 |