2023 Form 5500 filing — Bill Alexander Automotive Group 401(K) 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 20241014153029NAL0015211347001) for Bill Alexander Automotive Group 401(K) Profit Sharing Plan, reported by Bill Alexander Ford Lincoln Mercury, Inc. under EIN 86-0393506 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153029NAL0015211347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Alexander Ford Lincoln Mercury, Inc.
- EIN
- 86-0393506
- Plan number
- 001
- Location
- Yuma, AZ
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,980,202
- Total liabilities (EOY)
- $84,362
- Net assets (EOY)
- $6,895,840
- Employer contributions
- $192,280
- Participant contributions
- $594,020
- Total income / additions
- $1,818,624
- Benefits paid
- $194,238
- Administrative expenses
- $61,099
- Total expenses
- $352,002
- Net increase / (decrease)
- $1,466,622
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,379 | not reported in the loaded dataset |