Wayzata Minnesota Fixed Operations 401(K) Plan — Form 5500 plan (Ed Napleton Oak Lawn Imports, 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, Wayzata Minnesota Fixed Operations 401(K) Plan is a benefit plan reported by Ed Napleton Oak Lawn Imports, Inc. under EIN 36-3480707 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $4,097,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ed Napleton Oak Lawn Imports, Inc.
- EIN
- 36-3480707
- Plan number
- 002
- Plan type
- 2
- Location
- Oakbrook Terrace, IL
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,097,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241002061818NAL0013714896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,097,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,097,365
- Net assets (BOY)
- $2,471,676
Income & contributions
- Employer contributions
- $209,751
- Participant contributions
- $468,209
- Total contributions
- $1,496,894
- Total income / additions
- $1,978,998
Expenses & distributions
- Benefits paid
- $317,383
- Administrative expenses
- $25,873
- Total expenses
- $353,309
- Net increase / (decrease)
- $1,625,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,220 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $7,959 | not reported in the loaded dataset | 2023 |
| National Automobile Dealers Associa | OTHER | $3,151 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,690 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $525 | not reported in the loaded dataset | 2023 |
| Northeast Retirement Services, Inc. | OTHER | $328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ed Napleton Oak Lawn Imports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oakbrook Terrace, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Northeast Retirement Services, Inc. — Schedule C compensation