Lowe Automotive Warehouse, Inc. 401(K) Plan — Form 5500 plan (Lowe Automotive Warehouse, 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, Lowe Automotive Warehouse, Inc. 401(K) Plan is a benefit plan reported by Lowe Automotive Warehouse, Inc. under EIN 43-0906772 and plan number 003. The latest loaded filing year is 2023. The filing reports 254 participants and $14,441,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lowe Automotive Warehouse, Inc.
- EIN
- 43-0906772
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $14,441,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241011103727NAL0012378531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,441,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,441,020
- Net assets (BOY)
- $13,242,785
Income & contributions
- Employer contributions
- $142,972
- Participant contributions
- $444,299
- Total contributions
- $682,077
- Total income / additions
- $2,603,116
Expenses & distributions
- Benefits paid
- $1,338,849
- Administrative expenses
- $51,003
- Total expenses
- $1,404,881
- Net increase / (decrease)
- $1,198,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,494 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $11,702 | $0 | 2023 |
| Mariner Retirement Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $7,792 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lowe Automotive Warehouse, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Adp, Inc. — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Mariner Retirement Advisors, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation