2023 Form 5500 filing — Scott-Mcrae Automotive Group, Lllp 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725153210NAL0014787089001) for Scott-Mcrae Automotive Group, Lllp 401(K) Profit Sharing Plan, reported by Scott-Mcrae Automotive Group, Lllp under EIN 59-1992210 and plan number 001. It reports 852 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725153210NAL0014787089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scott-Mcrae Automotive Group, Lllp
- EIN
- 59-1992210
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 852
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,578,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,578,929
- Employer contributions
- $1,300,004
- Participant contributions
- $4,029,218
- Total income / additions
- $10,834,973
- Benefits paid
- $4,163,088
- Administrative expenses
- $58,218
- Total expenses
- $4,253,777
- Net increase / (decrease)
- $6,581,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $67,277 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $44,323 | not reported in the loaded dataset |
| Bkd Llp | AUDITOR | $13,125 | not reported in the loaded dataset |
| Ukg Inc | OTHER | $750 | not reported in the loaded dataset |