Plan5500

S&M Automotive, LLC Dba Toyota On Nicholasville — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, S&M Automotive, LLC Dba Toyota On Nicholasville (EIN 61-1355623) is a plan sponsor located in Nicholasville, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-1355623
Location
Nicholasville, KY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for S&M Automotive, LLC Dba Toyota On Nicholasville

  • 1 loaded plans hold $8.1M in reported assets.
  • The largest, S&M Automotive, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 207 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,073,679
Total reported assets$8.1M$8,073,679
Total reported participants207
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$0
Contributions & income
Employer contributions$277.6K
Participant contributions$730.3K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$663.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%S&M Automotive, LLC 401(K) Profit Sharing Plan
Participants per plan207Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    S&M Automotive, LLC 401(K) Profit Sharing Plan$8.1M
    Plan #001 · 207 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for S&M Automotive, LLC Dba Toyota On Nicholasville. Open one for its full reported snapshot.

  1. 2023
    S&M Automotive, LLC 401(K) Profit Sharing Plan207 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages