Lochmandy Motor Sales, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lochmandy Motor Sales, Inc.)

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, Lochmandy Motor Sales, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lochmandy Motor Sales, Inc. under EIN 35-1105418 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $6,174,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lochmandy Motor Sales, Inc.
EIN
35-1105418
Plan number
001
Plan type
3
Location
Elkhart, IN
Latest filing year
2023
Participants
247
End-of-year plan assets
$6,174,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241118152919NAL0002292416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,174,636
Total liabilities (EOY)
$0
Net assets (EOY)
$6,174,636
Net assets (BOY)
$5,814,998

Income & contributions

Employer contributions
$27,891
Participant contributions
$333,982
Total contributions
$375,735
Total income / additions
$1,198,757

Expenses & distributions

Benefits paid
$765,371
Administrative expenses
$45,358
Total expenses
$839,119
Net increase / (decrease)
$359,638

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
1st Source BankTRUSTEE$45,358not reported in the loaded dataset2023

Related Form 5500 pages