2023 Form 5500 filing — Jackson Automotive Group, LLC 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 20240820141619NAL0002663249001) for Jackson Automotive Group, LLC 401(K) Plan, reported by Jackson Automotive Investments, LLC Dba Toyota Of Rockwall under EIN 20-5048794 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820141619NAL0002663249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Automotive Investments, LLC Dba Toyota Of Rockwall
- EIN
- 20-5048794
- Plan number
- 001
- Location
- Rockwall, TX
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,866,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,866,582
- Employer contributions
- $0
- Participant contributions
- $515,370
- Total income / additions
- $1,130,821
- Benefits paid
- $925,665
- Administrative expenses
- $31,651
- Total expenses
- $966,094
- Net increase / (decrease)
- $164,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,686 | $0 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $9,679 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,617 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $2,348 | not reported in the loaded dataset |