Doherty Auto Group 401(K) Plan — Form 5500 plan (Memorial Motors, 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, Doherty Auto Group 401(K) Plan is a benefit plan reported by Memorial Motors, Inc. under EIN 59-1602368 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,576 participants and $20,767,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memorial Motors, Inc.
- EIN
- 59-1602368
- Plan number
- 002
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 2,576
- End-of-year plan assets
- $20,767,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,576 | H, C | 20241015131450NAL0028538561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,767,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,767,646
- Net assets (BOY)
- $14,939,910
Income & contributions
- Employer contributions
- $574,914
- Participant contributions
- $3,366,970
- Total contributions
- $5,020,303
- Total income / additions
- $7,811,487
Expenses & distributions
- Benefits paid
- $1,847,446
- Administrative expenses
- $136,305
- Total expenses
- $1,983,751
- Net increase / (decrease)
- $5,827,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $121,055 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $33,652 | 2023 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $15,250 | $8,442 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Memorial Motors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakeland, FL
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Janet A. Panebianco, Cpa, Pllc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation