2023 Form 5500 filing — Treasure Coast Lexus Treasure Coast Toyota 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 20250428100417NAL0011965777001) for Treasure Coast Lexus Treasure Coast Toyota 401(K) Plan, reported by Treasure Coast Lexus under EIN 20-2433100 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250428100417NAL0011965777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Treasure Coast Lexus
- EIN
- 20-2433100
- Plan number
- 001
- Location
- Fort Pierce, FL
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,627,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,627,841
- Employer contributions
- $288,735
- Participant contributions
- $755,106
- Total income / additions
- $1,568,294
- Benefits paid
- $221,068
- Administrative expenses
- $6,293
- Total expenses
- $233,846
- Net increase / (decrease)
- $1,334,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,840 | $2,630 |