Meade Lexus 401k Plan And Trust — Form 5500 plan (M&M Luxury Automotive, 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, Meade Lexus 401k Plan And Trust is a benefit plan reported by M&M Luxury Automotive, LLC under EIN 47-2678409 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $8,017,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M&M Luxury Automotive, LLC
EIN
47-2678409
Plan number
001
Plan type
2
Location
Utica, MI
Latest filing year
2023
Participants
161
End-of-year plan assets
$8,017,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240826130055NAL0009703009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,017,201
Total liabilities (EOY)
$0
Net assets (EOY)
$8,017,201
Net assets (BOY)
$7,845,600

Income & contributions

Employer contributions
$98,653
Participant contributions
$562,750
Total contributions
$661,403
Total income / additions
$2,097,304

Expenses & distributions

Benefits paid
$1,876,948
Administrative expenses
$45,052
Total expenses
$1,925,703
Net increase / (decrease)
$171,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J. Schwartz & Co., Inc.ADVISOR$26,138not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$18,914$02023

Related Form 5500 pages