Don Jenkins Auto Group 401(K) Plan — Form 5500 plan (Drj Investments, Inc. D/B/A Don)

Plain-English plan 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, Don Jenkins Auto Group 401(K) Plan is a benefit plan reported by Drj Investments, Inc. D/B/A Don under EIN 20-1193248 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,046 participants and $14,581,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Drj Investments, Inc. D/B/A Don
EIN
20-1193248
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
1,046
End-of-year plan assets
$14,581,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,046H, C20250120084343NAL0001775873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,581,291
Total liabilities (EOY)
$0
Net assets (EOY)
$14,581,291
Net assets (BOY)
$10,871,873

Income & contributions

Employer contributions
$68,741
Participant contributions
$2,730,530
Total contributions
$3,192,880
Total income / additions
$5,377,082

Expenses & distributions

Benefits paid
$1,436,827
Administrative expenses
$95,235
Total expenses
$1,667,664
Net increase / (decrease)
$3,709,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$63,315$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$31,919$1,4182023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$23,057$1,4182023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages