2023 Form 5500 filing — Gerry Lane Enterprises 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 20250902112127NAL0014195633001) for Gerry Lane Enterprises 401(K) Plan, reported by Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet under EIN 64-0388844 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250902112127NAL0014195633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet
- EIN
- 64-0388844
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,327,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,327,959
- Employer contributions
- $562,791
- Participant contributions
- $1,054,535
- Total income / additions
- $3,378,857
- Benefits paid
- $935,279
- Administrative expenses
- $68,589
- Total expenses
- $1,003,868
- Net increase / (decrease)
- $2,374,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,590 | $0 |
| Avantax Insurance Agency LLC | OTHER SERVICES | $0 | $21,825 |
| Retirement Strategies Group, LLC | CONTRACT ADMINISTRATOR | $5,028 | $5,642 |