Plan Ledger DOL Form 5500 · updated monthly

John Youngblood Motors Inc.401(k)

JOHN YOUNGBLOOD MOTOR'S SALARY SAVINGS & PROFIT SHARING PLAN · SPRINGFIELD, MO · plan year 2021

Reported admin expense ratio · 2021
0.16%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

John Youngblood Motors Inc. reported $5,900 in plan administrative expenses for 2021: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,224 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.16% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Missouri (1,128th of 1,393), and 4,022nd of 5,215 in retail trade. In 2021, employees put in $3.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,090,856
Participants with balances107
Active participants74
Employer contributions$90,589
Employee contributions$352,529
Employer contribution per active participant$1,224
Average account balance$38,232
Benefits paid to participants$295,661
Plan auditUnmodified (clean) audit opinion
AuditorALIGN CPA SERVICES LLC
Plan history3
Yearassets · accounts · employer contribution
2023$2.1M · 69 accts · $62K emplr
2022$3.7M · 102 accts · $95K emplr
2021$4.1M · 107 accts · $91K emplr
The John Youngblood Motors Inc. 401(k) match · 2021
Employer contribution per active participant$1,224
Median for plans this size$994
2023$552 per active participant
2022$901 per active participant
2021$1,224 per active participant

John Youngblood Motors Inc.'s 2021 employer contribution ran above the $994 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$6,075 · 0.21%
2022$6,325 · 0.16%
2021$5,900 · 0.16%
Similar plansRetail Trade · Missouri
Battery Outfitters Inc MO$4.3M · 0.72%
Weekends Only, Inc. MO$4.0M · 0.77%
Fenton Auto Sales MO$3.7M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431301826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.