2023 Form 5500 filing — Bayway Lincoln Mercury, Inc. 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 20250128124204NAL0014509649001) for Bayway Lincoln Mercury, Inc. 401(K) Plan, reported by Bayway Lincoln Mercury, Inc. under EIN 76-0456267 and plan number 001. It reports 900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128124204NAL0014509649001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bayway Lincoln Mercury, Inc.
- EIN
- 76-0456267
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,527,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,527,913
- Employer contributions
- $564,249
- Participant contributions
- $1,463,235
- Total income / additions
- $3,260,674
- Benefits paid
- $1,472,174
- Administrative expenses
- $51,632
- Total expenses
- $1,541,868
- Net increase / (decrease)
- $1,718,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbg Retirement, Inc. | RIA | $17,818 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,524 | not reported in the loaded dataset |