2023 Form 5500 filing — Morgan Buick Gmc Shreveport, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240513163530NAL0055090912001) for Morgan Buick Gmc Shreveport, Inc. 401(K) Plan, reported by Morgan Buick Gmc Shreveport, Inc. under EIN 72-1076298 and plan number 002. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,160,139
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240513163530NAL0055090912001
Plan sponsor
Morgan Buick Gmc Shreveport, Inc.
EIN
72-1076298
Plan number
002
Location
Shreveport, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$698.9K
Benefits paid / distributions$643.1K
Contributions
Employer$139.7K
Participant$432.8K
Full reported line items
Total assets (EOY)
$8,160,139
Total liabilities (EOY)
$0
Net assets (EOY)
$8,160,139
Employer contributions
$139,704
Participant contributions
$432,807
Total income / additions
$1,981,521
Benefits paid
$643,118
Administrative expenses
$47,804
Total expenses
$698,932
Net increase / (decrease)
$1,282,589

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240513163530NAL0055090912001 cover?
It is the 2023 Form 5500 filing for Morgan Buick Gmc Shreveport, Inc. 401(K) Plan, reported by Morgan Buick Gmc Shreveport, Inc. (EIN 72-1076298).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages