Scott-Mcrae Automotive Group, Lllp 401(K) Profit Sharing Plan — Form 5500 plan (Scott-Mcrae Automotive Group, Lllp)
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, Scott-Mcrae Automotive Group, Lllp 401(K) Profit Sharing Plan is a benefit plan reported by Scott-Mcrae Automotive Group, Lllp under EIN 59-1992210 and plan number 001. The latest loaded filing year is 2023. The filing reports 852 participants and $41,578,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott-Mcrae Automotive Group, Lllp
- EIN
- 59-1992210
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 852
- End-of-year plan assets
- $41,578,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 852 | H, C | 20240725153210NAL0014787089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,578,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,578,929
- Net assets (BOY)
- $34,997,733
Income & contributions
- Employer contributions
- $1,300,004
- Participant contributions
- $4,029,218
- Total contributions
- $5,390,159
- Total income / additions
- $10,834,973
Expenses & distributions
- Benefits paid
- $4,163,088
- Administrative expenses
- $58,218
- Total expenses
- $4,253,777
- Net increase / (decrease)
- $6,581,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $67,277 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $44,323 | not reported in the loaded dataset | 2023 |
| Bkd Llp | AUDITOR | $13,125 | not reported in the loaded dataset | 2023 |
| Ukg Inc | OTHER | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scott-Mcrae Automotive Group, Lllp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Bkd Llp — Schedule C compensation
- Ukg Inc — Schedule C compensation