Treasure Coast Lexus Treasure Coast Toyota 401(K) Plan — Form 5500 plan (Treasure Coast Lexus)
Plain-English plan 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, Treasure Coast Lexus Treasure Coast Toyota 401(K) Plan is a benefit plan reported by Treasure Coast Lexus under EIN 20-2433100 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $3,627,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Treasure Coast Lexus
- EIN
- 20-2433100
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $3,627,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20250428100417NAL0011965777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,627,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,627,841
- Net assets (BOY)
- $2,293,393
Income & contributions
- Employer contributions
- $288,735
- Participant contributions
- $755,106
- Total contributions
- $1,111,846
- Total income / additions
- $1,568,294
Expenses & distributions
- Benefits paid
- $221,068
- Administrative expenses
- $6,293
- Total expenses
- $233,846
- Net increase / (decrease)
- $1,334,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,840 | $2,630 | 2023 |