Jackson Automotive Group, LLC 401(K) Plan — Form 5500 plan (Jackson Automotive Investments, LLC Dba Toyota Of Rockwall)
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, Jackson Automotive Group, LLC 401(K) Plan is a benefit plan reported by Jackson Automotive Investments, LLC Dba Toyota Of Rockwall under EIN 20-5048794 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $3,866,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Automotive Investments, LLC Dba Toyota Of Rockwall
- EIN
- 20-5048794
- Plan number
- 001
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $3,866,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20240820141619NAL0002663249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,866,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,866,582
- Net assets (BOY)
- $3,701,855
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $515,370
- Total contributions
- $549,949
- Total income / additions
- $1,130,821
Expenses & distributions
- Benefits paid
- $925,665
- Administrative expenses
- $31,651
- Total expenses
- $966,094
- Net increase / (decrease)
- $164,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,686 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $9,679 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,617 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $2,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Automotive Investments, LLC Dba Toyota Of Rockwall
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Rockwall, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation