2023 Form 5500 filing — Fletcher Jones Automotive Group Employee 401(K) Retirement 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 20241015071553NAL0028915729001) for Fletcher Jones Automotive Group Employee 401(K) Retirement Plan, reported by Fletcher Jones Management Group, LLC under EIN 81-3843265 and plan number 001. It reports 2,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071553NAL0028915729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fletcher Jones Management Group, LLC
- EIN
- 81-3843265
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 2,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,750,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,750,309
- Employer contributions
- $2,272,671
- Participant contributions
- $15,063,083
- Total income / additions
- $43,785,690
- Benefits paid
- $8,404,752
- Administrative expenses
- $192,235
- Total expenses
- $8,671,623
- Net increase / (decrease)
- $35,114,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $124,449 | $0 |
| Wells Fargo Clearing Services LLC | ADVISOR | $62,228 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,557 | not reported in the loaded dataset |