· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JIM TAYLOR FORD LINCOLN MERCURY, LLC — JIM TAYLOR FORD LINCOLN MERCURY 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231008120657NAL0033561792001
JIM TAYLOR FORD LINCOLN MERCURY, LLC
Form 5500-SF
FILING_RECEIVED
JIM TAYLOR FORD LINCOLN MERCURY 401(K) PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
30
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JIM TAYLOR FORD LINCOLN MERCURY, LLC
.
Find decision makers
Plan sponsor
Name
JIM TAYLOR FORD LINCOLN MERCURY, LLC
EIN
26-3937158
Address
1605 NORTH SERVICE ROAD EAST · RUSTON, LA · 71270
Phone
(318) 255-2590
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
C&K AUTO PARTS, LLC
C&K AUTO PARTS, LLC 401(K) PS PLAN
$1.0M · 73 participants
ELITE PARTNERS, LLC
ELITE PARTNERS, LLC 401(K) PLAN
$1.0M · 7 participants
BRETT JENNINGS REAL ESTATE EXPERTS, INC.
REAL ESTATE EXPERTS, INC. 401(K) PROFIT SHARING PLAN
$1.0M · 26 participants
METRO GOLF CARS, INC.
METRO GOLF CARS, INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 60 participants
DAKOTA IMPLEMENT
DAKOTA IMPLEMENT 401K
$1.0M · 12 participants
80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EASTERN TRANSIT PRODUCTS, INC.
EASTERN TRANSIT PRODUCTS, INC. PROFIT SHARING PLAN
$1.0M · 2 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
