2023 Form 5500 filing — Archie Cochrane Motors, Inc. 401(K) Profit Sharing 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 20240927124505NAL0001066691001) for Archie Cochrane Motors, Inc. 401(K) Profit Sharing Plan, reported by Archie Cochrane Motors, Inc. under EIN 81-0344242 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927124505NAL0001066691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Archie Cochrane Motors, Inc.
- EIN
- 81-0344242
- Plan number
- 001
- Location
- Billings, MT
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,206,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,206,302
- Employer contributions
- $227,326
- Participant contributions
- $371,517
- Total income / additions
- $1,691,960
- Benefits paid
- $312,565
- Administrative expenses
- $45,717
- Total expenses
- $358,282
- Net increase / (decrease)
- $1,333,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Interstate Wealth Management | OTHER | $22,672 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,645 | $0 |
| Archie Cochrane Motors Inc | OTHER | $10,000 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset |