401k Plan data: LEXUS OF SMITHTOWN 401K PLAN plan

LEXUS OF SMITHTOWN 401K PLAN 401k Plan overview

Plan Name	LEXUS OF SMITHTOWN 401K PLAN
Plan identification number	001

LEXUS OF SMITHTOWN 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEXUS OF SMITHTOWN has sponsored the creation of one or more 401k plans.

Company Name: LEXUS OF SMITHTOWN

Employer identification number (EIN): 112967867

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEXUS OF SMITHTOWN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 VINCENT TROCCHIA 2024-05-31
001 2022-01-01 VINCENT TROCCHIA 2023-07-25
001 2021-01-01 JOHN BURNS 2022-04-11
001 2020-01-01 JOHN BURNS 2021-07-01
001 2019-01-01 JOHN BURNS 2020-10-14
001 2018-01-01 JOHN BURNS 2019-10-15
001 2017-01-01 JOHN BURNS 2018-10-08
001 2016-01-01 JOHN BURNS 2017-10-20
001 2015-01-01 JOHN BURNS 2016-10-17
001 2014-01-01 JOHN BURNS 2015-10-09
001 2013-01-01 JOHN BURNS 2014-10-11
001 2012-01-01 JOHN BURNS 2013-10-12
001 2011-01-01 JOHN BURNS 2012-10-12
001 2010-01-01 JOHN BURNS 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	VINCENT TROCCHIA	2024-05-31
001	2022-01-01	VINCENT TROCCHIA	2023-07-25
001	2021-01-01	JOHN BURNS	2022-04-11
001	2020-01-01	JOHN BURNS	2021-07-01
001	2019-01-01	JOHN BURNS	2020-10-14
001	2018-01-01	JOHN BURNS	2019-10-15
001	2017-01-01	JOHN BURNS	2018-10-08
001	2016-01-01	JOHN BURNS	2017-10-20
001	2015-01-01	JOHN BURNS	2016-10-17
001	2014-01-01	JOHN BURNS	2015-10-09
001	2013-01-01	JOHN BURNS	2014-10-11
001	2012-01-01	JOHN BURNS	2013-10-12
001	2011-01-01	JOHN BURNS	2012-10-12
001	2010-01-01	JOHN BURNS	2011-10-12

Plan Statistics for LEXUS OF SMITHTOWN 401K PLAN

401k plan membership statisitcs for LEXUS OF SMITHTOWN 401K PLAN

Measure Date Value
2025: LEXUS OF SMITHTOWN 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-30 88
Total number of particpants at end of year 2025-05-30 83
Number of Participants With Account Balances 2025-05-30 46
2024: LEXUS OF SMITHTOWN 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-31 84
Total number of particpants at end of year 2024-05-31 84
Number of Participants With Account Balances 2024-05-31 45

Measure	Date	Value
2025: LEXUS OF SMITHTOWN 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-30	88
Total number of particpants at end of year	2025-05-30	83
Number of Participants With Account Balances	2025-05-30	46
2024: LEXUS OF SMITHTOWN 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-31	84
Total number of particpants at end of year	2024-05-31	84
Number of Participants With Account Balances	2024-05-31	45

Financial Data on LEXUS OF SMITHTOWN 401K PLAN

Measure	Date	Value
2025 : LEXUS OF SMITHTOWN 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-05-30	896698
Net assets as of the end of the plan year	2025-05-30	7175365
Total assets as of the beginning of the plan year	2025-05-30	6646991
Value of plan covered by a fidelity bond	2025-05-30	500000
Participant contributions to plan in this plan year	2025-05-30	454239
Value of participant loans at end of plan year	2025-05-30	53787
Other income to plan in this plan year	2025-05-30	959847
Plan net income in this plan year	2025-05-30	528374
Net assets as of the end of the plan year	2025-05-30	7175365
Net assets as of the beginning of the plan year	2025-05-30	6646991
Employer contributions to plan in this plan year	2025-05-30	10986
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-30	33625
2024 : LEXUS OF SMITHTOWN 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-31	139276
Net assets as of the end of the plan year	2024-05-31	6646991
Total assets as of the beginning of the plan year	2024-05-31	5370066
Value of plan covered by a fidelity bond	2024-05-31	500000
Participant contributions to plan in this plan year	2024-05-31	419616
Value of participant loans at end of plan year	2024-05-31	7553
Other income to plan in this plan year	2024-05-31	986770
Plan net income in this plan year	2024-05-31	1276925
Net assets as of the end of the plan year	2024-05-31	6646991
Net assets as of the beginning of the plan year	2024-05-31	5370066
Employer contributions to plan in this plan year	2024-05-31	9815
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-31	27787

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Company Name:	LEXUS OF SMITHTOWN
Employer identification number (EIN):	112967867
NAIC Classification:	441110
NAIC Description:	New Car Dealers