Original filing (PDF)20250703074844NAL0000807522001

PAUL MOAK AUTOMOTIVE, INC.

Name: PAUL MOAK AUTOMOTIVE, INC. — PAUL MOAK RETIREMENT PLAN, Form 5500 (2024)
Creator: PAUL MOAK AUTOMOTIVE, INC.

Form 5500-SF

FILING_RECEIVED

PAUL MOAK RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL MOAK AUTOMOTIVE, INC..

Plan sponsor

Name

PAUL MOAK AUTOMOTIVE, INC.

EIN

64-0281228

Address

740 LARSON STREET · JACKSON, MS · 39202

Phone

(601) 360-2185

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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