Davis-Moore Automotive, Inc. Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Davis-Moore Automotive, 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, Davis-Moore Automotive, Inc. Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Davis-Moore Automotive, Inc. under EIN 48-0768111 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $18,284,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis-Moore Automotive, Inc.
EIN
48-0768111
Plan number
001
Plan type
3
Location
Wichita, KS
Latest filing year
2023
Participants
254
End-of-year plan assets
$18,284,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20240924112455NAL0012715745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,284,495
Total liabilities (EOY)
$0
Net assets (EOY)
$18,284,495
Net assets (BOY)
$18,492,337

Income & contributions

Employer contributions
$237,768
Participant contributions
$745,943
Total contributions
$997,951
Total income / additions
$3,677,029

Expenses & distributions

Benefits paid
$3,828,137
Administrative expenses
$46,951
Total expenses
$3,884,871
Net increase / (decrease)
-$207,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,951$02023
Ima Wealth IncINVESTMENT ADVISORY$0$31,5002023

Related Form 5500 pages