2023 Form 5500 filing — Lockhart Automotive Group 401(K) Profit Sharing 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 20240802145246NAL0024236305001) for Lockhart Automotive Group 401(K) Profit Sharing Plan, reported by Lockhart Automotive Group, Inc. under EIN 35-1284797 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802145246NAL0024236305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lockhart Automotive Group, Inc.
- EIN
- 35-1284797
- Plan number
- 001
- Location
- Fishers, IN
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,667,574
- Total liabilities (EOY)
- $34,873
- Net assets (EOY)
- $5,632,701
- Employer contributions
- $63,796
- Participant contributions
- $363,336
- Total income / additions
- $1,323,828
- Benefits paid
- $594,665
- Administrative expenses
- $35,014
- Total expenses
- $629,679
- Net increase / (decrease)
- $694,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lji Wealth Management, LLC | ADVISOR | $15,716 | $0 |
| Nationwide | RECORDKEEPER CUSTODIAN | $14,556 | $0 |