2023 Form 5500 filing — Pape Employees 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722051605NAL0020918610001) for Pape Employees 401(K) Plan, reported by Pape Chevrolet, Inc. under EIN 01-0284459 and plan number 002. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722051605NAL0020918610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pape Chevrolet, Inc.
- EIN
- 01-0284459
- Plan number
- 002
- Location
- South Portland, ME
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,132,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,132,437
- Employer contributions
- $302,929
- Participant contributions
- $981,364
- Total income / additions
- $3,831,172
- Benefits paid
- $342,580
- Administrative expenses
- $58,582
- Total expenses
- $402,746
- Net increase / (decrease)
- $3,428,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial | INVESTMENT/FINANCIAL ADVI | $41,527 | $0 |
| Adp, Inc. | RECORD KEEPER | $17,055 | $0 |