Fletcher Jones Automotive Group Employee 401(K) Retirement Plan — Form 5500 plan (Fletcher Jones Management Group, 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, Fletcher Jones Automotive Group Employee 401(K) Retirement Plan is a benefit plan reported by Fletcher Jones Management Group, LLC under EIN 81-3843265 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,530 participants and $151,750,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fletcher Jones Management Group, LLC
- EIN
- 81-3843265
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 2,530
- End-of-year plan assets
- $151,750,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,530 | H, C | 20241015071553NAL0028915729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,750,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,750,309
- Net assets (BOY)
- $116,636,242
Income & contributions
- Employer contributions
- $2,272,671
- Participant contributions
- $15,063,083
- Total contributions
- $21,623,524
- Total income / additions
- $43,785,690
Expenses & distributions
- Benefits paid
- $8,404,752
- Administrative expenses
- $192,235
- Total expenses
- $8,671,623
- Net increase / (decrease)
- $35,114,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $124,449 | $0 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $62,228 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,557 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fletcher Jones Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Fidelity Workplace Services LLC — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation