2023 Form 5500 filing — Bennett Mt. Kisco Chevrolet 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 20241010073343NAL0019753441001) for Bennett Mt. Kisco Chevrolet 401(K) Plan, reported by Chv Egg Harbor Inc. under EIN 83-2099856 and plan number 002. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010073343NAL0019753441001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Chv Egg Harbor Inc.
- EIN
- 83-2099856
- Plan number
- 002
- Location
- Egg Harbor Township, NJ
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,610,875
- Total liabilities (EOY)
- $10,518
- Net assets (EOY)
- $6,600,357
- Employer contributions
- $58,913
- Participant contributions
- $487,374
- Total income / additions
- $1,587,295
- Benefits paid
- $1,400,451
- Administrative expenses
- $29,819
- Total expenses
- $1,440,788
- Net increase / (decrease)
- $146,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Insurance Annuity Co Of Am | RECORDKEEPER | $27,463 | $0 |
| Morgan Stanley Smith Barney, LLC | BROKER ADVISOR | $0 | $10,805 |
| Preferred Pension Concepts, Inc. | CONTRACT ADMINISTRATOR | $0 | $5,000 |
| Morgan Stanley Insurance Services | BROKER ADVISER | $0 | $381 |