Bill Alexander Automotive Group 401(K) Profit Sharing Plan — Form 5500 plan (Bill Alexander Ford 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, Bill Alexander Automotive Group 401(K) Profit Sharing Plan is a benefit plan reported by Bill Alexander Ford Lincoln Mercury, Inc. under EIN 86-0393506 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $6,980,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bill Alexander Ford Lincoln Mercury, Inc.
EIN
86-0393506
Plan number
001
Plan type
2
Location
Yuma, AZ
Latest filing year
2023
Participants
214
End-of-year plan assets
$6,980,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241014153029NAL0015211347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,980,202
Total liabilities (EOY)
$84,362
Net assets (EOY)
$6,895,840
Net assets (BOY)
$5,429,218

Income & contributions

Employer contributions
$192,280
Participant contributions
$594,020
Total contributions
$819,219
Total income / additions
$1,818,624

Expenses & distributions

Benefits paid
$194,238
Administrative expenses
$61,099
Total expenses
$352,002
Net increase / (decrease)
$1,466,622

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$1,379not reported in the loaded dataset2023

Related Form 5500 pages