2023 Form 5500 filing — S&M Automotive, LLC 401(K) Profit Sharing 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 20241003125633NAL0020603170001) for S&M Automotive, LLC 401(K) Profit Sharing Plan, reported by S&M Automotive, LLC Dba Toyota On Nicholasville under EIN 61-1355623 and plan number 001. It reports 207 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)$8.1MReported net assets$8,073,679
Participants207
Provider compensation$38.9K3 Schedule C row(s)$38,923
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003125633NAL0020603170001
- Plan sponsor
- S&M Automotive, LLC Dba Toyota On Nicholasville
- EIN
- 61-1355623
- Plan number
- 001
- Location
- Nicholasville, KY
- 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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,073,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,073,679
- Employer contributions
- $277,581
- Participant contributions
- $730,265
- Total income / additions
- $2,254,008
- Benefits paid
- $1,554,999
- Administrative expenses
- $28,827
- Total expenses
- $1,590,840
- Net increase / (decrease)
- $663,168
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,685 | $0 |
| Central Bank & Trust Co. | OTHER | $14,438 | not reported in the loaded dataset |
| Benefits Administrators, LLC | CONTRACT ADMIN | $1,800 | not reported in the loaded dataset |