2023 Form 5500 filing — Mike Carlson Motor Company 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 20240904102710NAL0032554592001) for Mike Carlson Motor Company 401(K) Plan, reported by Mcmc Auto LLC Dba Mike Carlson Motor Company under EIN 75-2834494 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,453,097
Participants109
Provider compensation$17.6K4 Schedule C row(s)$17,610
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904102710NAL0032554592001
Plan sponsor
Mcmc Auto LLC Dba Mike Carlson Motor Company
EIN
75-2834494
Plan number
001
Location
Fort Worth, TX
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)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$515.5K
Total expenses$175.3K
Benefits paid / distributions$157.7K
Contributions
Employer$34.8K
Participant$108.9K
Full reported line items
Total assets (EOY)
$2,453,097
Net assets (EOY)
$2,453,097
Employer contributions
$34,808
Participant contributions
$108,905
Total income / additions
$515,548
Benefits paid
$157,704
Administrative expenses
$17,610
Total expenses
$175,314
Net increase / (decrease)
$340,234
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $11.2K
  2. 2
    RECORDKEEPER · Direct $5.5K · Indirect $0
  3. 3
    CONTRACT ADMIN · Direct $750
  4. 4
    INVESTMENT MGMT · Direct $213

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904102710NAL0032554592001 cover?
It is the 2023 Form 5500 filing for Mike Carlson Motor Company 401(K) Plan, reported by Mcmc Auto LLC Dba Mike Carlson Motor Company (EIN 75-2834494).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages