2023 Form 5500 filing — J C Lewis Motor Co., Inc. 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 20241007090705NAL0025800656001) for J C Lewis Motor Co., Inc. 401(K) Plan, reported by J C Lewis Motor Co., Inc. under EIN 58-0325681 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.3MReported net assets$13,298,020
Participants267
Provider compensation$46.7K2 Schedule C row(s)$46,694
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007090705NAL0025800656001
Plan sponsor
J C Lewis Motor Co., Inc.
EIN
58-0325681
Plan number
001
Location
Savannah, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$330.8K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,298,020
Total liabilities (EOY)
$0
Net assets (EOY)
$13,298,020
Employer contributions
$330,849
Participant contributions
$1,126,551
Total income / additions
$2,869,089
Benefits paid
$1,191,001
Administrative expenses
$46,695
Total expenses
$1,243,811
Net increase / (decrease)
$1,625,278
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $40.4K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007090705NAL0025800656001 cover?
It is the 2023 Form 5500 filing for J C Lewis Motor Co., Inc. 401(K) Plan, reported by J C Lewis Motor Co., Inc. (EIN 58-0325681).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages