401(k) Β· DOL Form 5500 Β· 2024

Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$11M
Total assets
121
Participants
31th
Percentile by assets

Sponsored by Markley Motors, Inc. Β· Colorado Β· Retail Trade

What the 2024 filing shows

Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan holds $11M for 121 participants - about $89,061 per participant, in the lower half of filed plans by assets, up 9.6% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
121
covered participants
31th
percentile by assets (of 67,083 plans)
$89,061
avg assets per participant
Total Assets (2023)
$11M
Participants
121
State
Industry
Retail Trade

What the Filing Says About Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan

Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan is a 401(k) retirement plan sponsored by Markley Motors, Inc., headquartered in Colorado. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 121 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 840512768, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $11M at year-end - a gain of 9.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of $941K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$941K
Plan Type401(k)
Employer EIN840512768
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markley Motors, Inc.)

Year Plans Participants Total Assets
2022 1 122 $8M
2023 1 121 $10M
2024 1 121 $11M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan?
As of the 2024 Form 5500 filing, Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan holds $11M in total assets with 121 participants. It is sponsored by Markley Motors, Inc..
What type of plan is Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan?
Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan is a 401(k) plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 840512768.
Who sponsors the Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan?
Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan is sponsored by Markley Motors, Inc., located in Colorado. The sponsor's EIN is 840512768 and the plan operates in the Retail Trade industry.
How did Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan perform in 2024?
Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan grew by 9.6% during 2024, moving from $10M to $11M in total assets. Net income was $941K.
Where can I find official filings for Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan?
Official Form 5500 filings for Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 840512768 or plan name at efast.dol.gov.
How does Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan compare to other plans?
You can compare Markley Motors, Inc. Profit Sharing & Tax Sheltered Savings Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840512768.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.