2023 Form 5500 filing — Wilkie Lexus 401k 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 20241011141957NAL0022919905001) for Wilkie Lexus 401k Profit Sharing Plan, reported by Daniel Martin, Inc. Dba Wilkie Lexus under EIN 23-2565019 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141957NAL0022919905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel Martin, Inc. Dba Wilkie Lexus
- EIN
- 23-2565019
- Plan number
- 001
- Location
- Haverford, PA
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,677,595
- Total liabilities (EOY)
- $23,811
- Net assets (EOY)
- $16,653,784
- Employer contributions
- $440,933
- Participant contributions
- $627,919
- Total income / additions
- $3,400,079
- Benefits paid
- $289,205
- Administrative expenses
- $100,185
- Total expenses
- $421,214
- Net increase / (decrease)
- $2,978,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $58,631 | $0 |
| Eisner Amper Llp | AUDITOR | $19,950 | not reported in the loaded dataset |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $14,053 | not reported in the loaded dataset |
| Iron-Co-Fid | INVESTMENT MANAGER | $7,552 | not reported in the loaded dataset |