2023 Form 5500 filing — Don Mcgill Toyota 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 20241015102128NAL0016135347001) for Don Mcgill Toyota 401(K) Plan, reported by Don Mcgill Of West Houston, Ltd. under EIN 74-1665036 and plan number 002. It reports 704 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102128NAL0016135347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Mcgill Of West Houston, Ltd.
- EIN
- 74-1665036
- Plan number
- 002
- Location
- Katy, TX
- Participants
- 704
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,125,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,125,903
- Participant contributions
- $1,586,214
- Total income / additions
- $3,523,686
- Benefits paid
- $1,533,527
- Administrative expenses
- $76,638
- Total expenses
- $1,610,165
- Net increase / (decrease)
- $1,913,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $62,565 | $0 |
| Harper Pearson | NONE | $14,073 | not reported in the loaded dataset |