2023 Form 5500 filing — Dave White Chevrolet Savings And Retirement 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 20241010151858NAL0021327137001) for Dave White Chevrolet Savings And Retirement Plan, reported by Dave White Chevrolet, Inc. under EIN 34-0869041 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151858NAL0021327137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dave White Chevrolet, Inc.
- EIN
- 34-0869041
- Plan number
- 002
- Location
- Sylvania, OH
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,251,986
- Total liabilities (EOY)
- $9,441
- Net assets (EOY)
- $13,242,545
- Employer contributions
- $211,157
- Participant contributions
- $569,873
- Total income / additions
- $2,952,730
- Benefits paid
- $505,164
- Administrative expenses
- $74,028
- Total expenses
- $588,633
- Net increase / (decrease)
- $2,364,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Toledo | NONE | $55,728 | $0 |
| Clark Schaefer Hackett | NONE | $18,300 | not reported in the loaded dataset |