2023 Form 5500 filing — North Park Lincoln Mercury, Inc. 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 20240930150104NAL0011436546001) for North Park Lincoln Mercury, Inc. 401(K) Plan, reported by North Park Lincoln Mercury, Inc. under EIN 74-2235344 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.8MReported net assets$17,770,297
Participants341
Provider compensation$46K2 Schedule C row(s)$46,028
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930150104NAL0011436546001
Plan sponsor
North Park Lincoln Mercury, Inc.
EIN
74-2235344
Plan number
001
Location
San Antonio, 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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$850.8K
Benefits paid / distributions$803.3K
Contributions
Employer$220K
Participant$1.6M
Full reported line items
Total assets (EOY)
$17,770,297
Total liabilities (EOY)
$0
Net assets (EOY)
$17,770,297
Employer contributions
$220,000
Participant contributions
$1,613,354
Total income / additions
$4,478,774
Benefits paid
$803,275
Administrative expenses
$46,028
Total expenses
$850,805
Net increase / (decrease)
$3,627,969
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $21.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930150104NAL0011436546001 cover?
It is the 2023 Form 5500 filing for North Park Lincoln Mercury, Inc. 401(K) Plan, reported by North Park Lincoln Mercury, Inc. (EIN 74-2235344).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages