Department of Labor filing

DANIEL MARTIN, INC. DBA WILKIE LEXUS

WILKIE LEXUS 401K PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

91filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,002

Reported employer contributions per active participant.

Higher than about 96% of comparable plans

#People in the filing

140

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$68 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202491out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $921 · based on 863 comparable plans

Lower reported administrative expense77th percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, DANIEL MARTIN, INC. DBA WILKIE LEXUS reported $420,224 in employer contributions across the plan and 140 active participants. That works out to $3,002 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 4.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 31.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context91/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $420,224
Participant contributions: $640,712
Other contributions: Not reported
Employer share of reported contributions: 39.6%
Beginning assets: $16,677,595
Ending assets: $18,191,679
Ending net assets: $18,161,135
Ending liabilities: $30,544
Total income: $2,958,983
Total expenses: $1,451,632
Administrative expenses: $11,798
Participant loans: $117,294

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,881

2023

$3,242

2024

$3,002

Plan-paid administrative expenses per participant

2022

$99

2023

$569

2024

$68

Active participants

2022

138

2023

136

2024

140

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,002	140	18.2M	20251009112630NAL0011357344001
2023	$3,242	136	16.7M	20241011141957NAL0022919905001
2022	$2,881	138	13.7M	20231013104503NAL0044146416001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 232565019-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1991
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
NATIONWIDE	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009112630NAL0011357344001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗