2023 Form 5500 filing — Lokey Automotive Group 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 20241205150525NAL0007685760001) for Lokey Automotive Group 401(K) Plan, reported by Lokey Oldsmobile, Inc. under EIN 59-0881085 and plan number 002. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205150525NAL0007685760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lokey Oldsmobile, Inc.
- EIN
- 59-0881085
- Plan number
- 002
- Location
- Clearwater, FL
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,323,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,323,032
- Employer contributions
- $159,082
- Participant contributions
- $1,298,676
- Total income / additions
- $2,885,789
- Benefits paid
- $1,278,634
- Administrative expenses
- $37,793
- Total expenses
- $1,316,427
- Net increase / (decrease)
- $1,569,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group | INVESTMENT ADVISOR | $21,833 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $15,960 | $0 |