North Park Lincoln Mercury, Inc. 401(K) Plan — Form 5500 plan (North Park Lincoln Mercury, 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, North Park Lincoln Mercury, Inc. 401(K) Plan is a benefit plan reported by North Park Lincoln Mercury, Inc. under EIN 74-2235344 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $17,770,297 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.8MPlan net assets, end of year$17,770,297
Participants341Covered participants reported
Assets / participant$52.1KComputed: assets ÷ participants$52,112 (computed)
Provider compensation$46K2 Schedule C provider row(s)$46,028
Plan sponsor
North Park Lincoln Mercury, Inc.
EIN
74-2235344
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    341 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$850.8K
Benefits paid / distributions$803.3K
Contributions
Employer$220K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$17,770,297
Total liabilities (EOY)
$0
Net assets (EOY)
$17,770,297
Net assets (BOY)
$14,142,328

Income & contributions

Employer contributions
$220,000
Participant contributions
$1,613,354
Total contributions
$1,943,660
Total income / additions
$4,478,774

Expenses & distributions

Benefits paid
$803,275
Administrative expenses
$46,028
Total expenses
$850,805
Net increase / (decrease)
$3,627,969
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $21.1K

What to inspect next

Frequently asked questions

Who sponsors the North Park Lincoln Mercury, Inc. 401(K) Plan?
North Park Lincoln Mercury, Inc. 401(K) Plan is reported as sponsored by North Park Lincoln Mercury, Inc. (EIN 74-2235344, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for North Park Lincoln Mercury, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for North Park Lincoln Mercury, Inc. 401(K) Plan is 2023.
How many participants does North Park Lincoln Mercury, Inc. 401(K) Plan report?
North Park Lincoln Mercury, Inc. 401(K) Plan reports 341 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for North Park Lincoln Mercury, Inc. 401(K) Plan?
North Park Lincoln Mercury, Inc. 401(K) Plan reports $17,770,297 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages