2023 Form 5500 filing — Bluebonnet Chrysler Dodge, Ltd 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 20240920180022NAL0007867441001) for Bluebonnet Chrysler Dodge, Ltd 401(K) Plan, reported by Bluebonnet Chrysler Dodge, Ltd under EIN 52-2364922 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920180022NAL0007867441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluebonnet Chrysler Dodge, Ltd
- EIN
- 52-2364922
- Plan number
- 001
- Location
- New Braunfels, TX
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,829,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,829,247
- Employer contributions
- $152,000
- Participant contributions
- $661,449
- Total income / additions
- $1,673,154
- Benefits paid
- $512,636
- Administrative expenses
- $18,857
- Total expenses
- $546,222
- Net increase / (decrease)
- $1,126,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,630 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $8,227 | not reported in the loaded dataset |