Tack Automotive Dba Mike Johnson'S Hickory Toyota 401(K) Plan — Form 5500 plan (Tack Automotive, 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, Tack Automotive Dba Mike Johnson'S Hickory Toyota 401(K) Plan is a benefit plan reported by Tack Automotive, LLC under EIN 56-2148539 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $8,703,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tack Automotive, LLC
- EIN
- 56-2148539
- Plan number
- 001
- Plan type
- 2
- Location
- Hickory, NC
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $8,703,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20240821075426NAL0003714145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,703,970
- Net assets (EOY)
- $8,703,970
- Net assets (BOY)
- $6,918,264
Income & contributions
- Employer contributions
- $103,354
- Participant contributions
- $836,613
- Total contributions
- $939,967
- Total income / additions
- $2,177,562
Expenses & distributions
- Benefits paid
- $334,737
- Administrative expenses
- $56,877
- Total expenses
- $391,856
- Net increase / (decrease)
- $1,785,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,971 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $17,343 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $6,666 | $0 | 2023 |
| Administrative Fiduciary Services | OTHER | $6,376 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,521 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tack Automotive, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hickory, NC
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation