Nyle Maxwell Family Of Dealerships 401(K) And Profit Sharing Plan — Form 5500 plan (Nyle Maxwell Of Austin, LLC)
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, Nyle Maxwell Family Of Dealerships 401(K) And Profit Sharing Plan is a benefit plan reported by Nyle Maxwell Of Austin, LLC under EIN 27-0826563 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $26,676,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nyle Maxwell Of Austin, LLC
- EIN
- 27-0826563
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 818
- End-of-year plan assets
- $26,676,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 818 | H, C | 20241014125236NAL0013306595004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,676,977
- Net assets (EOY)
- $26,676,977
- Net assets (BOY)
- $22,820,638
Income & contributions
- Employer contributions
- $1,901,973
- Participant contributions
- $1,625,755
- Total contributions
- $3,820,765
- Total income / additions
- $7,495,642
Expenses & distributions
- Benefits paid
- $3,530,728
- Administrative expenses
- $108,575
- Total expenses
- $3,639,303
- Net increase / (decrease)
- $3,856,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $71,900 | $0 | 2023 |
| Administrative Fiduciary Services | INVESTMENT ADVISOR | $21,675 | not reported in the loaded dataset | 2023 |
| Lane Gorman Trubitt LLC | AUDIT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nyle Maxwell Of Austin, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation
- Lane Gorman Trubitt LLC — Schedule C compensation