2023 Form 5500 filing — Mike Kelly Chevrolet, Inc. Group Medical 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 20240930090258NAL0005494289001) for Mike Kelly Chevrolet, Inc. Group Medical Plan, reported by Mike Kelly Chevrolet, Inc. under EIN 25-1059734 and plan number 501. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$99.8KReported net assets-$99,802
Participants59
Provider compensation$43.7K3 Schedule C row(s)$43,735
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930090258NAL0005494289001
Plan sponsor
Mike Kelly Chevrolet, Inc.
EIN
25-1059734
Plan number
501
Location
Butler, PA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.5K total assets
Net assets-$99.8KLiabilities$108.3K
Money in vs. money out
Total income / additions$689.4K
Total expenses$546.1K
Benefits paid / distributions$265.4K
Contributions
Employer$362K
Participant$326K
Full reported line items
Total assets (EOY)
$8,487
Total liabilities (EOY)
$108,289
Net assets (EOY)
-$99,802
Employer contributions
$362,001
Participant contributions
$326,021
Total income / additions
$689,363
Benefits paid
$265,421
Administrative expenses
-$9,986
Total expenses
$546,060
Net increase / (decrease)
$143,303
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER · Direct $26.5K
  2. 2
    BROKER · Direct $13.5K
  3. 3
    PT ADVOCATE · Direct $3.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930090258NAL0005494289001 cover?
It is the 2023 Form 5500 filing for Mike Kelly Chevrolet, Inc. Group Medical Plan, reported by Mike Kelly Chevrolet, Inc. (EIN 25-1059734).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages