Alamo/Tejas 401(K) Plan — Form 5500 plan (Alamo City 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, Alamo/Tejas 401(K) Plan is a benefit plan reported by Alamo City Motors Inc under EIN 74-1742838 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $9,334,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alamo City Motors Inc
- EIN
- 74-1742838
- Plan number
- 001
- Plan type
- 2
- Location
- Humble, TX
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $9,334,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241010162724NAL0040853650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,334,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,334,949
- Net assets (BOY)
- $8,689,913
Income & contributions
- Employer contributions
- $6,414
- Participant contributions
- $578,603
- Total contributions
- $585,603
- Total income / additions
- $1,654,569
Expenses & distributions
- Benefits paid
- $1,002,252
- Administrative expenses
- $7,281
- Total expenses
- $1,009,533
- Net increase / (decrease)
- $645,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $5,117 | not reported in the loaded dataset | 2023 |
| Sentry Life Insurance Company | RECORDKEEPER | $2,164 | $0 | 2023 |