Lockhart Automotive Group 401(K) Profit Sharing Plan — Form 5500 plan (Lockhart Automotive Group, Inc.)

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, Lockhart Automotive Group 401(K) Profit Sharing Plan is a benefit plan reported by Lockhart Automotive Group, Inc. under EIN 35-1284797 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $5,667,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lockhart Automotive Group, Inc.
EIN
35-1284797
Plan number
001
Plan type
2
Location
Fishers, IN
Latest filing year
2023
Participants
179
End-of-year plan assets
$5,667,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20240802145246NAL0024236305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,667,574
Total liabilities (EOY)
$34,873
Net assets (EOY)
$5,632,701
Net assets (BOY)
$4,938,552

Income & contributions

Employer contributions
$63,796
Participant contributions
$363,336
Total contributions
$427,132
Total income / additions
$1,323,828

Expenses & distributions

Benefits paid
$594,665
Administrative expenses
$35,014
Total expenses
$629,679
Net increase / (decrease)
$694,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lji Wealth Management, LLCADVISOR$15,716$02023
NationwideRECORDKEEPER CUSTODIAN$14,556$02023

Related Form 5500 pages