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, O & A Inc. And Affiliates 401(K) Plan is a benefit plan reported by Long Lewis Ford Of The Shoals, Inc. under EIN 63-1171028 and plan number 001. The latest loaded filing year is 2023. The filing reports 718 participants and $11,013,709 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,013,709
- Total liabilities (EOY)
- $86,475
- Net assets (EOY)
- $10,927,234
- Net assets (BOY)
- $8,608,510
Income & contributions
- Employer contributions
- $74,416
- Participant contributions
- $1,526,316
- Total contributions
- $1,600,732
- Total income / additions
- $3,252,753
Expenses & distributions
- Benefits paid
- $857,735
- Administrative expenses
- $76,294
- Total expenses
- $934,029
- Net increase / (decrease)
- $2,318,724