2023 Form 5500 filing — Lowe Automotive Warehouse, 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 20241011103727NAL0012378531001) for Lowe Automotive Warehouse, Inc. 401(K) Plan, reported by Lowe Automotive Warehouse, Inc. under EIN 43-0906772 and plan number 003. It reports 254 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)$14.4MReported net assets$14,441,020
Participants254
Provider compensation$39K4 Schedule C row(s)$38,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011103727NAL0012378531001
- Plan sponsor
- Lowe Automotive Warehouse, Inc.
- EIN
- 43-0906772
- Plan number
- 003
- Location
- St. Louis, MO
- 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)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,441,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,441,020
- Employer contributions
- $142,972
- Participant contributions
- $444,299
- Total income / additions
- $2,603,116
- Benefits paid
- $1,338,849
- Administrative expenses
- $51,003
- Total expenses
- $1,404,881
- Net increase / (decrease)
- $1,198,235
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,494 | $0 |
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $11,702 | $0 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $7,792 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |