2023 Form 5500 filing — O & A Inc. And Affiliates 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 20250424170130NAL0004834531001) for O & A Inc. And Affiliates 401(K) Plan, reported by Long Lewis Ford Of The Shoals, Inc. under EIN 63-1171028 and plan number 001. It reports 718 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250424170130NAL0004834531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Long Lewis Ford Of The Shoals, Inc.
- EIN
- 63-1171028
- Plan number
- 001
- Location
- Florence, AL
- Participants
- 718
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,013,709
- Total liabilities (EOY)
- $86,475
- Net assets (EOY)
- $10,927,234
- Employer contributions
- $74,416
- Participant contributions
- $1,526,316
- Total income / additions
- $3,252,753
- Benefits paid
- $857,735
- Administrative expenses
- $76,294
- Total expenses
- $934,029
- Net increase / (decrease)
- $2,318,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $25,376 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $18,712 | $3 |