Lindsay Automotive Family Retirement Plan — Form 5500 plan (Lindsay Chevrolet, LLC)

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, Lindsay Automotive Family Retirement Plan is a benefit plan reported by Lindsay Chevrolet, LLC under EIN 54-1877908 and plan number 001. The latest loaded filing year is 2023. The filing reports 924 participants and $68,285,380 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lindsay Chevrolet, LLC
EIN
54-1877908
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
Participants
924
End-of-year plan assets
$68,285,380

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023924H, C20240925163012NAL0015057761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,285,380
Total liabilities (EOY)
$0
Net assets (EOY)
$68,285,380
Net assets (BOY)
$57,098,302

Income & contributions

Employer contributions
$1,314,983
Participant contributions
$4,593,851
Total contributions
$5,920,374
Total income / additions
$15,590,137

Expenses & distributions

Benefits paid
$4,296,399
Administrative expenses
$106,660
Total expenses
$4,403,059
Net increase / (decrease)
$11,187,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$59,843$02023
Northwestern Mutual Wealth Mgmt CoINVESTMENT ADVISOR$46,817not reported in the loaded dataset2023

Related Form 5500 pages