2023 Form 5500 filing — Crest Cadillac And Grand Subaru 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 20240930141745NAL0002673795001) for Crest Cadillac And Grand Subaru 401(K) Plan, reported by Crest Cadillac, Inc. under EIN 39-1361550 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,473,190
Participants126
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930141745NAL0002673795001
Plan sponsor
Crest Cadillac, Inc.
EIN
39-1361550
Plan number
001
Location
Brookfield, WI
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$651.3K
Benefits paid / distributions$619.5K
Contributions
Employer$0
Participant$637.7K
Full reported line items
Total assets (EOY)
$6,473,190
Total liabilities (EOY)
$0
Net assets (EOY)
$6,473,190
Employer contributions
$0
Participant contributions
$637,696
Total income / additions
$1,500,324
Benefits paid
$619,524
Administrative expenses
$25,976
Total expenses
$651,302
Net increase / (decrease)
$849,022

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930141745NAL0002673795001 cover?
It is the 2023 Form 5500 filing for Crest Cadillac And Grand Subaru 401(K) Plan, reported by Crest Cadillac, Inc. (EIN 39-1361550).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages