2023 Form 5500 filing — Kool Chevrolet, Inc. Savings And Retirement 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 20240924090420NAL0007307395001) for Kool Chevrolet, Inc. Savings And Retirement Plan, reported by Kool Chevrolet Inc. under EIN 38-1491823 and plan number 333. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.3MReported net assets$16,309,409

Participants260

Provider compensation$53.3K2 Schedule C row(s)$53,260

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240924090420NAL0007307395001
Plan sponsor: Kool Chevrolet Inc.
EIN: 38-1491823
Plan number: 333
Location: Grand Rapids, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.3M total assets

Net assets$16.3MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$190.6K

Participant$1.1M

Full reported line items

Total assets (EOY): $16,309,409
Total liabilities (EOY): $0
Net assets (EOY): $16,309,409
Employer contributions: $190,628
Participant contributions: $1,128,205
Total income / additions: $3,693,347
Benefits paid: $1,111,706
Administrative expenses: $31,734
Total expenses: $1,143,440
Net increase / (decrease): $2,549,907

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$31.7K
CONTRACT ADMINISTRATOR · Direct $31.7K · Indirect $0
2
Northwestern Mutual Wealth Mgmt Co.$21.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $21.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924090420NAL0007307395001 cover?: It is the 2023 Form 5500 filing for Kool Chevrolet, Inc. Savings And Retirement Plan, reported by Kool Chevrolet Inc. (EIN 38-1491823).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).