Plan5500

Bob Maxey Lincoln Mercury 401k Plan & Trust — Form 5500 plan (Bob Maxey Lincoln, 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, Bob Maxey Lincoln Mercury 401k Plan & Trust is a benefit plan reported by Bob Maxey Lincoln, Inc. under EIN 38-1807015 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $10,205,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bob Maxey Lincoln, Inc.
EIN
38-1807015
Plan number
001
Plan type
2
Location
Detroit, MI
Latest filing year
2023
Participants
185
End-of-year plan assets
$10,205,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241011113956NAL0021781297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,205,547
Total liabilities (EOY)
$0
Net assets (EOY)
$10,205,547
Net assets (BOY)
$8,245,354

Income & contributions

Participant contributions
$832,368
Total contributions
$968,443
Total income / additions
$2,439,803

Expenses & distributions

Benefits paid
$411,156
Administrative expenses
$55,584
Total expenses
$479,610
Net increase / (decrease)
$1,960,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & CompanyINVESTMENT ADVISOR-PLAN$21,217not reported in the loaded dataset2023
John HancockRECORDKEEPER$20,819$02023
Plante & Moran PlcAUDITOR$19,500not reported in the loaded dataset2023

Related Form 5500 pages