2023 Form 5500 filing — Don Jenkins Auto Group 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 20250120084343NAL0001775873001) for Don Jenkins Auto Group 401(K) Plan, reported by Drj Investments, Inc. D/B/A Don under EIN 20-1193248 and plan number 001. It reports 1,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120084343NAL0001775873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drj Investments, Inc. D/B/A Don
- EIN
- 20-1193248
- Plan number
- 001
- Location
- Ocala, FL
- Participants
- 1,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,581,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,581,291
- Employer contributions
- $68,741
- Participant contributions
- $2,730,530
- Total income / additions
- $5,377,082
- Benefits paid
- $1,436,827
- Administrative expenses
- $95,235
- Total expenses
- $1,667,664
- Net increase / (decrease)
- $3,709,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $63,315 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $31,919 | $1,418 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $23,057 | $1,418 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |