Plan5500

2023 Form 5500 filing — James Mckoane Enterprises 401(K) Retirement Savings 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 20240923190355NAL0011787345001) for James Mckoane Enterprises 401(K) Retirement Savings Plan, reported by James Mckoane Enterprises Dba Clawson Honda under EIN 95-2269551 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240923190355NAL0011787345001
Filing year
2023
Form type
2
Plan sponsor
James Mckoane Enterprises Dba Clawson Honda
EIN
95-2269551
Plan number
001
Location
Fresno, CA
Participants
240
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,469,642
Total liabilities (EOY)
$0
Net assets (EOY)
$4,469,642
Employer contributions
$319,128
Participant contributions
$637,025
Total income / additions
$1,630,817
Benefits paid
$1,409,780
Administrative expenses
$34,977
Total expenses
$1,461,855
Net increase / (decrease)
$168,962
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slwa LLCINVESTMENT ADVISOR/OTHER$21,532not reported in the loaded dataset
Empower Annuity Ins Co Of AmericaRECORDKEEPER$9,231$0
Orenda Retirement LLCCONTRACT ADMINISTRATOR$6,219not reported in the loaded dataset
National Automobile Dealers AssociaOTHER$3,705not reported in the loaded dataset
Empower Advisory Group LLCINVESTMENT MGMT$1,494not reported in the loaded dataset
Capfinancial Partners LLC Dba CaptrOTHER$734not reported in the loaded dataset

Related Form 5500 pages