2023 Form 5500 filing — Randy Marion Automotive 401(K) Retirement 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 20241011094320NAL0010780259001) for Randy Marion Automotive 401(K) Retirement Plan, reported by Randy Marion Chevrolet Buick Cadillac, LLC under EIN 56-1710582 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094320NAL0010780259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Randy Marion Chevrolet Buick Cadillac, LLC
- EIN
- 56-1710582
- Plan number
- 001
- Location
- Mooresville, NC
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,247,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,247,543
- Employer contributions
- $372,577
- Participant contributions
- $2,877,986
- Total income / additions
- $8,577,628
- Benefits paid
- $2,863,456
- Administrative expenses
- $73,000
- Total expenses
- $2,938,556
- Net increase / (decrease)
- $5,639,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,390 | $0 |
| Parkland Securities LLC | ADVISOR | $32,600 | not reported in the loaded dataset |