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, Lokey Automotive Group 401(K) Plan is a benefit plan reported by Lokey Oldsmobile, Inc. under EIN 59-0881085 and plan number 002. The latest loaded filing year is 2023. The filing reports 356 participants and $10,323,032 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,323,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,323,032
- Net assets (BOY)
- $8,753,670
Income & contributions
- Employer contributions
- $159,082
- Participant contributions
- $1,298,676
- Total contributions
- $1,457,758
- Total income / additions
- $2,885,789
Expenses & distributions
- Benefits paid
- $1,278,634
- Administrative expenses
- $37,793
- Total expenses
- $1,316,427
- Net increase / (decrease)
- $1,569,362