Motomart 401(K) Plan — Form 5500 plan (Fkg Oil Company Dba Motomart)

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, Motomart 401(K) Plan is a benefit plan reported by Fkg Oil Company Dba Motomart under EIN 37-0974528 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $14,519,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fkg Oil Company Dba Motomart
EIN
37-0974528
Plan number
001
Plan type
2
Location
Belleville, IL
Latest filing year
2023
Participants
618
End-of-year plan assets
$14,519,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023618H, C20241014180727NAL0013722083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,519,755
Total liabilities (EOY)
$0
Net assets (EOY)
$14,519,755
Net assets (BOY)
$13,489,273

Income & contributions

Employer contributions
$403,509
Participant contributions
$754,568
Total contributions
$1,158,077
Total income / additions
$3,142,230

Expenses & distributions

Benefits paid
$2,037,035
Administrative expenses
$74,713
Total expenses
$2,111,748
Net increase / (decrease)
$1,030,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$34,180not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$33,691$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,842not reported in the loaded dataset2023

Related Form 5500 pages