Loeber Motors, Inc. Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Loeber Motors, 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, Loeber Motors, Inc. Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Loeber Motors, Inc. under EIN 36-2068847 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $15,310,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Loeber Motors, Inc.
EIN
36-2068847
Plan number
001
Plan type
2
Location
Lincolnwood, IL
Latest filing year
2023
Participants
146
End-of-year plan assets
$15,310,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241003143836NAL0019869554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,310,623
Total liabilities (EOY)
$34,024
Net assets (EOY)
$15,276,599
Net assets (BOY)
$12,375,378

Income & contributions

Employer contributions
$458,259
Participant contributions
$1,106,078
Total contributions
$1,564,337
Total income / additions
$3,614,612

Expenses & distributions

Benefits paid
$701,436
Administrative expenses
$11,955
Total expenses
$713,391
Net increase / (decrease)
$2,901,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$12,758$02023

Related Form 5500 pages