Plan5500

Jeff Belzer'S Todd Chevrolet, 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, Jeff Belzer'S Todd Chevrolet, Inc. (EIN 41-1385667) is a plan sponsor located in Lakeville, MN with 3 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
41-1385667
Location
Lakeville, MN
Loaded plans
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,954,696
Total reported assets$11M$10,954,696
Total reported participants785
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$26.2K
Participant contributions$1.3M
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$684.7K
Total expenses$760.1K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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%Jeff Belzer 401(K) Plan
Participants per plan196Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jeff Belzer 401(K) Plan$11M
    Plan #002 · 295 participants · 2023
  2. 2
    Jeff Belzer'S Life/Ad&D Insurance Plannot reported in the loaded dataset
    Plan #503 · 183 participants · 2023
  3. 3
    Jeff Belzer'S Health Insurance Plannot reported in the loaded dataset
    Plan #501 · 157 participants · 2023
  4. 4
    Jeff Belzer'S Dental/Vision Insurance Plannot reported in the loaded dataset
    Plan #502 · 150 participants · 2023

Search all 4 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jeff Belzer'S Todd Chevrolet, Inc.
YearPlanParticipantsSchedulesFiling
2023Jeff Belzer 401(K) Plan295H, C20240827093023NAL0017350560001
2023Jeff Belzer'S Health Insurance Plan157—20260311140403NAL0005263347001
2023Jeff Belzer'S Dental/Vision Insurance Plan150—20260311140721NAL0005426035001
2023Jeff Belzer'S Life/Ad&D Insurance Plan183—20260311141049NAL0005426819001

Related Form 5500 pages