2023 Form 5500 filing — Yokem Motors, LLC 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 20240916170103NAL0001192467001) for Yokem Motors, LLC 401(K) Profit Sharing Plan, reported by Yokem Motors, L.L.C. under EIN 72-0693003 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916170103NAL0001192467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yokem Motors, L.L.C.
- EIN
- 72-0693003
- Plan number
- 001
- Location
- Shreveport, LA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,704,892
- Total liabilities (EOY)
- $1,629
- Net assets (EOY)
- $11,703,263
- Employer contributions
- $366,716
- Participant contributions
- $770,100
- Total income / additions
- $2,451,606
- Benefits paid
- $1,044,525
- Administrative expenses
- $30,596
- Total expenses
- $1,075,121
- Net increase / (decrease)
- $1,376,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | PRIOR TPA RECORD KEEPER | $13,907 | $0 |
| Phd Consulting LLC | INVESTMENT ADVISORY-PLAN | $13,901 | not reported in the loaded dataset |
| Transamerica Ret. Solutions, LLC | RECORD KEEPER | $1,707 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $1,081 | $0 |