Plan5500

Cortese Chrysler Jeep Dodge, Inc — 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, Cortese Chrysler Jeep Dodge, Inc (EIN 16-1081381) is a plan sponsor located in Rochester, 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
16-1081381
Location
Rochester, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cortese Chrysler Jeep Dodge, Inc

  • 3 loaded plans hold $12.6M in reported assets.
  • The largest, Cortese Dodge Inc 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 297 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.5MSummed across loaded plans$12,534,732
Total reported assets$12.6M$12,590,800
Total reported participants297
Total reported liabilities$56.1K$56,068

Reported net position

Reported assets = net assets + liabilities (summed)$12.6M total assets
Net assets$12.5MLiabilities$56.1K
Contributions & income
Employer contributions$329.4K
Participant contributions$477.6K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$757.1K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cortese Dodge Inc 401(K) Profit Sharing Plan And Trust
Participants per plan99Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cortese Dodge Inc 401(K) Profit Sharing Plan And Trust$12.6M
    Plan #001 · 169 participants · 2023
  2. 2
    Cortese Fringe Benefit Plannot reported in the loaded dataset
    Plan #504 · 70 participants · 2023
  3. 3
    Cortese Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 58 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cortese Chrysler Jeep Dodge, Inc. Open one for its full reported snapshot.

  1. 2023
    Cortese Welfare Benefit Plan58 participants · 2Sch I
    View filing →
  2. 2023
    Cortese Fringe Benefit Plan70 participants · 2Sch I
    View filing →
  3. 2023
    Cortese Dodge Inc 401(K) Profit Sharing Plan And Trust169 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cortese Chrysler Jeep Dodge, Inc report on Form 5500?
Cortese Chrysler Jeep Dodge, Inc (EIN 16-1081381) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cortese Chrysler Jeep Dodge, Inc?
The Employer Identification Number (EIN) reported for Cortese Chrysler Jeep Dodge, Inc is 16-1081381.
What is the latest Form 5500 filing year for Cortese Chrysler Jeep Dodge, Inc?
The latest loaded Form 5500 filing year for Cortese Chrysler Jeep Dodge, Inc is 2023.

Related Form 5500 pages