Joe Basil Chevrolet — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Joe Basil Chevrolet (EIN 16-1068991) is a plan sponsor located in Depew, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1068991
Location
Depew, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,919,221
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,919,221

Contributions & income

Employer contributions
$237,816
Participant contributions
$837,237
Total income / additions
$3,706,404

Expenses & distributions

Benefits paid / distributions
$1,177,171
Total expenses
$1,241,439
Net increase / (decrease)
$2,464,965

Coverage

Total reported participants
193
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Joe Basil Chevrolet plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Joe Basil Chevrolet Inc. 401(K) Plan333193$16,919,2212023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Joe Basil Chevrolet
YearPlanParticipantsSchedulesFiling
2023Joe Basil Chevrolet Inc. 401(K) Plan193H, C20241012075804NAL0013227459001

Related Form 5500 pages