S&M Automotive, LLC 401(K) Profit Sharing Plan — Form 5500 plan (S&M Automotive, LLC Dba Toyota On Nicholasville)
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, S&M Automotive, LLC 401(K) Profit Sharing Plan is a benefit plan reported by S&M Automotive, LLC Dba Toyota On Nicholasville under EIN 61-1355623 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $8,073,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&M Automotive, LLC Dba Toyota On Nicholasville
- EIN
- 61-1355623
- Plan number
- 001
- Plan type
- 2
- Location
- Nicholasville, KY
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $8,073,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241003125633NAL0020603170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,073,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,073,679
- Net assets (BOY)
- $7,410,511
Income & contributions
- Employer contributions
- $277,581
- Participant contributions
- $730,265
- Total contributions
- $1,073,563
- Total income / additions
- $2,254,008
Expenses & distributions
- Benefits paid
- $1,554,999
- Administrative expenses
- $28,827
- Total expenses
- $1,590,840
- Net increase / (decrease)
- $663,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,685 | $0 | 2023 |
| Central Bank & Trust Co. | OTHER | $14,438 | not reported in the loaded dataset | 2023 |
| Benefits Administrators, LLC | CONTRACT ADMIN | $1,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S&M Automotive, LLC Dba Toyota On Nicholasville
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Nicholasville, KY
- Empower Annuity Ins Co Of America — Schedule C compensation
- Central Bank & Trust Co. — Schedule C compensation
- Benefits Administrators, LLC — Schedule C compensation