Plan5500

2023 Form 5500 filing — Wayzata Minnesota Fixed Operations 401(K) 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 20241002061818NAL0013714896001) for Wayzata Minnesota Fixed Operations 401(K) Plan, reported by Ed Napleton Oak Lawn Imports, Inc. under EIN 36-3480707 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002061818NAL0013714896001
Filing year
2023
Form type
2
Plan sponsor
Ed Napleton Oak Lawn Imports, Inc.
EIN
36-3480707
Plan number
002
Location
Oakbrook Terrace, IL
Participants
126
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,097,365
Total liabilities (EOY)
$0
Net assets (EOY)
$4,097,365
Employer contributions
$209,751
Participant contributions
$468,209
Total income / additions
$1,978,998
Benefits paid
$317,383
Administrative expenses
$25,873
Total expenses
$353,309
Net increase / (decrease)
$1,625,689
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$11,220$0
Mma Securities LLCINVESTMENT ADVISOR$7,959not reported in the loaded dataset
National Automobile Dealers AssociaOTHER$3,151not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$2,690not reported in the loaded dataset
Capfinancial Partners LLC Dba CaptrOTHER$525not reported in the loaded dataset
Northeast Retirement Services, Inc.OTHER$328not reported in the loaded dataset

Related Form 5500 pages