James Mckoane Enterprises 401(K) Retirement Savings Plan — Form 5500 plan (James Mckoane Enterprises Dba Clawson Honda)
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, James Mckoane Enterprises 401(K) Retirement Savings Plan is a benefit plan reported by James Mckoane Enterprises Dba Clawson Honda under EIN 95-2269551 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $4,469,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James Mckoane Enterprises Dba Clawson Honda
- EIN
- 95-2269551
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $4,469,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20240923190355NAL0011787345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,469,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,469,642
- Net assets (BOY)
- $4,300,680
Income & contributions
- Employer contributions
- $319,128
- Participant contributions
- $637,025
- Total contributions
- $957,576
- Total income / additions
- $1,630,817
Expenses & distributions
- Benefits paid
- $1,409,780
- Administrative expenses
- $34,977
- Total expenses
- $1,461,855
- Net increase / (decrease)
- $168,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slwa LLC | INVESTMENT ADVISOR/OTHER | $21,532 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,231 | $0 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $6,219 | not reported in the loaded dataset | 2023 |
| National Automobile Dealers Associa | OTHER | $3,705 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,494 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $734 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for James Mckoane Enterprises Dba Clawson Honda
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Slwa LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation