2023 Form 5500 filing — Lawley Motors, LLC 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 20241014113852NAL0027172321001) for Lawley Motors, LLC 401(K) Plan, reported by Lawley Motors, LLC under EIN 92-0154693 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113852NAL0027172321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lawley Motors, LLC
- EIN
- 92-0154693
- Plan number
- 001
- Location
- Sierra Vista, AZ
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,178,898
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,178,898
- Employer contributions
- $132,222
- Participant contributions
- $881,644
- Total income / additions
- $2,290,190
- Benefits paid
- $433,584
- Administrative expenses
- $58,993
- Total expenses
- $492,577
- Net increase / (decrease)
- $1,797,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension & Benefits Solutions | CONTRACT ADMIN | $24,523 | $2,849 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $20,343 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,425 | $0 |