Plan5500

Ed Napleton Dealership Group 401(K) Plan — Form 5500 plan (Ed Napleton Oak Lawn Imports, 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, Ed Napleton Dealership Group 401(K) Plan is a benefit plan reported by Ed Napleton Oak Lawn Imports, Inc. under EIN 36-3480707 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,691 participants and $42,122,104 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ed Napleton Oak Lawn Imports, Inc.
EIN
36-3480707
Plan number
001
Plan type
2
Location
Oakbrook Terrace, IL
Latest filing year
2023
Participants
2,691
End-of-year plan assets
$42,122,104

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,691H, C20241003085321NAL0016720240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,122,104
Net assets (EOY)
$42,122,104
Net assets (BOY)
$34,237,646

Income & contributions

Employer contributions
$26,154
Participant contributions
$6,988,609
Total contributions
$7,478,035
Total income / additions
$13,291,895

Expenses & distributions

Benefits paid
$5,188,930
Administrative expenses
$205,967
Total expenses
$5,407,437
Net increase / (decrease)
$7,884,458

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities, LLCINVESTMENT ADVISOR$108,473$02023
Empower Annuity Insurance CompanyRECORDKEEPER$71,745$02023
Empower Advisory Group, LLCINVESTMENT ADVISOR$48,171$02023
Compass Retirement Consulting GroupCONTRACT ADMIN$26,610$02023

Related Form 5500 pages