Randy Marion Automotive 401(K) Retirement Plan — Form 5500 plan (Randy Marion Chevrolet Buick Cadillac, 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, Randy Marion Automotive 401(K) Retirement Plan is a benefit plan reported by Randy Marion Chevrolet Buick Cadillac, LLC under EIN 56-1710582 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $20,247,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Randy Marion Chevrolet Buick Cadillac, LLC
EIN
56-1710582
Plan number
001
Plan type
2
Location
Mooresville, NC
Latest filing year
2023
Participants
597
End-of-year plan assets
$20,247,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023597H, C20241011094320NAL0010780259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,247,543
Total liabilities (EOY)
$0
Net assets (EOY)
$20,247,543
Net assets (BOY)
$14,608,471

Income & contributions

Employer contributions
$372,577
Participant contributions
$2,877,986
Total contributions
$5,896,829
Total income / additions
$8,577,628

Expenses & distributions

Benefits paid
$2,863,456
Administrative expenses
$73,000
Total expenses
$2,938,556
Net increase / (decrease)
$5,639,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$36,390$02023
Parkland Securities LLCADVISOR$32,600not reported in the loaded dataset2023

Related Form 5500 pages