Motomart 401(K) Plan — Form 5500 plan (Fkg Oil Company Dba Motomart)
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, Motomart 401(K) Plan is a benefit plan reported by Fkg Oil Company Dba Motomart under EIN 37-0974528 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $14,519,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fkg Oil Company Dba Motomart
- EIN
- 37-0974528
- Plan number
- 001
- Plan type
- 2
- Location
- Belleville, IL
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $14,519,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241014180727NAL0013722083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,519,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,519,755
- Net assets (BOY)
- $13,489,273
Income & contributions
- Employer contributions
- $403,509
- Participant contributions
- $754,568
- Total contributions
- $1,158,077
- Total income / additions
- $3,142,230
Expenses & distributions
- Benefits paid
- $2,037,035
- Administrative expenses
- $74,713
- Total expenses
- $2,111,748
- Net increase / (decrease)
- $1,030,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $34,180 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,691 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fkg Oil Company Dba Motomart
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Belleville, IL
- Creative Planning LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation