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  2. Daniel Martin, Inc. Dba Wilkie Lexus & Lexus of Chester Springs
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Daniel Martin, Inc. Dba Wilkie Lexus & Lexus of Chester Springs

EIN 23-2565019-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Health & Benefits
1
$106K premiums
Participants
366
568 W. LANCASTER AVE. - HAVERFORD, PA 19041610-525-0900
Plans on this EIN
2 filings
#001401(k)-$19.9M - 217 part#503Fully insured-$106K - 149 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $106K premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$106K
  • Short-term disability$106K
  • Long-term disability$106K
  • Other$106K
Total $106K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WILKIE LEXUS 401K PROFIT SHARING PLAN

401(k)

Assets$19.9M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

WILKIE LEXUS LIFE AND AD&D PLAN

Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$106K
Covered lives149
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WILKIE LEXUS 401K PROFIT SHARING PLAN401(k)$19.9M2172025
  • WILKIE LEXUS 401K PROFIT SHARING PLAN$19.9M
    #001 · 401(k) · 2025217

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503WILKIE LEXUS LIFE AND AD&D PLANFully insuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$106K1492025
  • WILKIE LEXUS LIFE AND AD&D PLAN$106K
    #503 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025149
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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