2023 Form 5500 filing — Bill Volz'S Westchester Auto Corp. 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 20240828102131NAL0024242738001) for Bill Volz'S Westchester Auto Corp. 401(K) Plan, reported by Bill Volz'S Westchester Auto Corp. under EIN 20-3545877 and plan number 001. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,693,816
Participants37
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828102131NAL0024242738001
Plan sponsor
Bill Volz'S Westchester Auto Corp.
EIN
20-3545877
Plan number
001
Location
Cortlandt Manor, NY
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$500.3K
Total expenses$193.8K
Benefits paid / distributions$181.8K
Contributions
Employer$18.6K
Participant$167.4K
Full reported line items
Total assets (EOY)
$2,693,816
Total liabilities (EOY)
$0
Net assets (EOY)
$2,693,816
Employer contributions
$18,618
Participant contributions
$167,449
Total income / additions
$500,348
Benefits paid
$181,813
Administrative expenses
$10,373
Total expenses
$193,844
Net increase / (decrease)
$306,504

Related Form 5500 pages