2023 Form 5500 filing — S&M Automotive, 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 20241003125633NAL0020603170001) for S&M Automotive, LLC 401(K) Profit Sharing Plan, reported by S&M Automotive, LLC Dba Toyota On Nicholasville under EIN 61-1355623 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003125633NAL0020603170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S&M Automotive, LLC Dba Toyota On Nicholasville
- EIN
- 61-1355623
- Plan number
- 001
- Location
- Nicholasville, KY
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,073,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,073,679
- Employer contributions
- $277,581
- Participant contributions
- $730,265
- Total income / additions
- $2,254,008
- Benefits paid
- $1,554,999
- Administrative expenses
- $28,827
- Total expenses
- $1,590,840
- Net increase / (decrease)
- $663,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,685 | $0 |
| Central Bank & Trust Co. | OTHER | $14,438 | not reported in the loaded dataset |
| Benefits Administrators, LLC | CONTRACT ADMIN | $1,800 | not reported in the loaded dataset |