2023 Form 5500 filing — Bill Rapp 401(K) Profit Sharing Plan And Trust
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 20241010072320NAL0020631121001) for Bill Rapp 401(K) Profit Sharing Plan And Trust, reported by B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg under EIN 87-1457115 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072320NAL0020631121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg
- EIN
- 87-1457115
- Plan number
- 001
- Location
- Ogdensburg, NY
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,807,728
- Total liabilities (EOY)
- $225
- Net assets (EOY)
- $2,807,503
- Employer contributions
- $17,042
- Participant contributions
- $189,466
- Total income / additions
- $818,141
- Benefits paid
- $2,931,721
- Administrative expenses
- $31,953
- Total expenses
- $2,963,674
- Net increase / (decrease)
- -$2,145,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $16,201 | $0 |
| Everest Consultants | INVESTMENT ADVISOR | $15,549 | not reported in the loaded dataset |