2023 Form 5500 filing — Bob Maxey Lincoln Mercury 401k Plan & Trust
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 20241011113956NAL0021781297001) for Bob Maxey Lincoln Mercury 401k Plan & Trust, reported by Bob Maxey Lincoln, Inc. under EIN 38-1807015 and plan number 001. It reports 185 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)$10.2MReported net assets$10,205,547
Participants185
Provider compensation$61.5K3 Schedule C row(s)$61,536
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011113956NAL0021781297001
- Plan sponsor
- Bob Maxey Lincoln, Inc.
- EIN
- 38-1807015
- Plan number
- 001
- Location
- Detroit, MI
- 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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,205,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,205,547
- Participant contributions
- $832,368
- Total income / additions
- $2,439,803
- Benefits paid
- $411,156
- Administrative expenses
- $55,584
- Total expenses
- $479,610
- Net increase / (decrease)
- $1,960,193
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISOR-PLAN | $21,217 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $20,819 | $0 |
| Plante & Moran Plc | AUDITOR | $19,500 | not reported in the loaded dataset |