2023 Form 5500 filing — Wayzata Minnesota Fixed Operations 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 20241002061818NAL0013714896001) for Wayzata Minnesota Fixed Operations 401(K) Plan, reported by Ed Napleton Oak Lawn Imports, Inc. under EIN 36-3480707 and plan number 002. It reports 126 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)$4.1MReported net assets$4,097,365
Participants126
Provider compensation$25.9K6 Schedule C row(s)$25,873
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002061818NAL0013714896001
- Plan sponsor
- Ed Napleton Oak Lawn Imports, Inc.
- EIN
- 36-3480707
- Plan number
- 002
- Location
- Oakbrook Terrace, IL
- Received date
- not reported in the loaded dataset
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,097,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,097,365
- Employer contributions
- $209,751
- Participant contributions
- $468,209
- Total income / additions
- $1,978,998
- Benefits paid
- $317,383
- Administrative expenses
- $25,873
- Total expenses
- $353,309
- Net increase / (decrease)
- $1,625,689
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,220 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $7,959 | not reported in the loaded dataset |
| National Automobile Dealers Associa | OTHER | $3,151 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,690 | not reported in the loaded dataset |
| Capfinancial Partners LLC Dba Captr | OTHER | $525 | not reported in the loaded dataset |
| Northeast Retirement Services, Inc. | OTHER | $328 | not reported in the loaded dataset |