Bayway Lincoln Mercury, Inc. 401(K) Plan — Form 5500 plan (Bayway Lincoln Mercury, 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, Bayway Lincoln Mercury, Inc. 401(K) Plan is a benefit plan reported by Bayway Lincoln Mercury, Inc. under EIN 76-0456267 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $8,527,913 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bayway Lincoln Mercury, Inc.
EIN
76-0456267
Plan number
001
Plan type
3
Location
Houston, TX
Latest filing year
2023
Participants
900
End-of-year plan assets
$8,527,913

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023900H, C20250128124204NAL0014509649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,527,913
Total liabilities (EOY)
$0
Net assets (EOY)
$8,527,913
Net assets (BOY)
$6,809,107

Income & contributions

Employer contributions
$564,249
Participant contributions
$1,463,235
Total contributions
$2,271,491
Total income / additions
$3,260,674

Expenses & distributions

Benefits paid
$1,472,174
Administrative expenses
$51,632
Total expenses
$1,541,868
Net increase / (decrease)
$1,718,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mbg Retirement, Inc.RIA$17,818not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,524not reported in the loaded dataset2023

Related Form 5500 pages