2023 Form 5500 filing — Mckie Ford Lincoln, Inc & Affiliates 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 20240613170545NAL0030936897001) for Mckie Ford Lincoln, Inc & Affiliates 401(K) Plan, reported by Mckie Ford Lincoln, Inc & Affiliates under EIN 36-3035201 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613170545NAL0030936897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckie Ford Lincoln, Inc & Affiliates
- EIN
- 36-3035201
- Plan number
- 002
- Location
- Rapid City, SD
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,497,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,497,058
- Employer contributions
- $77,374
- Participant contributions
- $694,974
- Total income / additions
- $2,257,108
- Benefits paid
- $738,861
- Administrative expenses
- $35,111
- Total expenses
- $773,972
- Net increase / (decrease)
- $1,483,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Group | ADVISOR | $15,792 | not reported in the loaded dataset |
| Ketel Thorstenson Llp | ACCOUNTANT/AUDITOR | $9,983 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,336 | $0 |