2023 Form 5500 filing — Bob Maxey Lincoln Mercury 401k Plan & Trust
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 20241011113956NAL0021781297001) for Bob Maxey Lincoln Mercury 401k Plan & Trust, reported by Bob Maxey Lincoln, Inc. under EIN 38-1807015 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113956NAL0021781297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Maxey Lincoln, Inc.
- EIN
- 38-1807015
- Plan number
- 001
- Location
- Detroit, MI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,205,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,205,547
- Participant contributions
- $832,368
- Total income / additions
- $2,439,803
- Benefits paid
- $411,156
- Administrative expenses
- $55,584
- Total expenses
- $479,610
- Net increase / (decrease)
- $1,960,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISOR-PLAN | $21,217 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $20,819 | $0 |
| Plante & Moran Plc | AUDITOR | $19,500 | not reported in the loaded dataset |