2023 Form 5500 filing — Ed Napleton Dealership Group 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 20241003085321NAL0016720240001) for Ed Napleton Dealership Group 401(K) Plan, reported by Ed Napleton Oak Lawn Imports, Inc. under EIN 36-3480707 and plan number 001. It reports 2,691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003085321NAL0016720240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ed Napleton Oak Lawn Imports, Inc.
- EIN
- 36-3480707
- Plan number
- 001
- Location
- Oakbrook Terrace, IL
- Participants
- 2,691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,122,104
- Net assets (EOY)
- $42,122,104
- Employer contributions
- $26,154
- Participant contributions
- $6,988,609
- Total income / additions
- $13,291,895
- Benefits paid
- $5,188,930
- Administrative expenses
- $205,967
- Total expenses
- $5,407,437
- Net increase / (decrease)
- $7,884,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities, LLC | INVESTMENT ADVISOR | $108,473 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $71,745 | $0 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $48,171 | $0 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $26,610 | $0 |