2023 Form 5500 filing — Nyle Maxwell Family Of Dealerships 401(K) And 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 20241014125236NAL0013306595004) for Nyle Maxwell Family Of Dealerships 401(K) And Profit Sharing Plan, reported by Nyle Maxwell Of Austin, LLC under EIN 27-0826563 and plan number 001. It reports 818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014125236NAL0013306595004
Filing year
2023
Form type
2
Plan sponsor
Nyle Maxwell Of Austin, LLC
EIN
27-0826563
Plan number
001
Location
Austin, TX
Participants
818
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,676,977
Net assets (EOY)
$26,676,977
Employer contributions
$1,901,973
Participant contributions
$1,625,755
Total income / additions
$7,495,642
Benefits paid
$3,530,728
Administrative expenses
$108,575
Total expenses
$3,639,303
Net increase / (decrease)
$3,856,339
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$71,900$0
Administrative Fiduciary ServicesINVESTMENT ADVISOR$21,675not reported in the loaded dataset
Lane Gorman Trubitt LLCAUDIT$15,000not reported in the loaded dataset

Related Form 5500 pages