Wilkie Lexus 401k Profit Sharing Plan — Form 5500 plan (Daniel Martin, Inc. Dba Wilkie Lexus)
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, Wilkie Lexus 401k Profit Sharing Plan is a benefit plan reported by Daniel Martin, Inc. Dba Wilkie Lexus under EIN 23-2565019 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $16,677,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel Martin, Inc. Dba Wilkie Lexus
- EIN
- 23-2565019
- Plan number
- 001
- Plan type
- 2
- Location
- Haverford, PA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $16,677,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241011141957NAL0022919905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,677,595
- Total liabilities (EOY)
- $23,811
- Net assets (EOY)
- $16,653,784
- Net assets (BOY)
- $13,674,919
Income & contributions
- Employer contributions
- $440,933
- Participant contributions
- $627,919
- Total contributions
- $1,068,852
- Total income / additions
- $3,400,079
Expenses & distributions
- Benefits paid
- $289,205
- Administrative expenses
- $100,185
- Total expenses
- $421,214
- Net increase / (decrease)
- $2,978,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $58,631 | $0 | 2023 |
| Eisner Amper Llp | AUDITOR | $19,950 | not reported in the loaded dataset | 2023 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $14,053 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid | INVESTMENT MANAGER | $7,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Daniel Martin, Inc. Dba Wilkie Lexus
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Haverford, PA
- Nationwide — Schedule C compensation
- Eisner Amper Llp — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation
- Iron-Co-Fid — Schedule C compensation