Dolan Auto Group 401(K) Profit Sharing Plan — Form 5500 plan (Dolan Enterprises, Inc. Dba Dolan Toyota)

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, Dolan Auto Group 401(K) Profit Sharing Plan is a benefit plan reported by Dolan Enterprises, Inc. Dba Dolan Toyota under EIN 88-0122725 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $8,160,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dolan Enterprises, Inc. Dba Dolan Toyota
EIN
88-0122725
Plan number
001
Plan type
2
Location
Reno, NV
Latest filing year
2023
Participants
530
End-of-year plan assets
$8,160,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023530H, C20240927141338NAL0001108275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,160,951
Total liabilities (EOY)
$0
Net assets (EOY)
$8,160,951
Net assets (BOY)
$6,257,234

Income & contributions

Employer contributions
$0
Participant contributions
$1,261,254
Total contributions
$1,270,304
Total income / additions
$2,356,918

Expenses & distributions

Benefits paid
$340,824
Administrative expenses
$46,868
Total expenses
$453,201
Net increase / (decrease)
$1,903,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$24,398$02023
Forusall Advisors LLCADVISOR$22,470not reported in the loaded dataset2023

Related Form 5500 pages