2023 Form 5500 filing — Pat Obrien Chevrolet 401k 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 20241014085055NAL0014664227001) for Pat Obrien Chevrolet 401k Plan, reported by Pat Obrien, Jr. Chevrolet, Inc. under EIN 20-2394972 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085055NAL0014664227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pat Obrien, Jr. Chevrolet, Inc.
- EIN
- 20-2394972
- Plan number
- 001
- Location
- Willoughby Hills, OH
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $338
- Participant contributions
- $56
- Total income / additions
- $492,175
- Benefits paid
- $6,512,743
- Administrative expenses
- $54,433
- Total expenses
- $6,567,176
- Net increase / (decrease)
- -$6,075,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $16,571 |
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $11,683 |
| Cbiz Financial Solutions | SERVICE PROVIDER | $6,661 | not reported in the loaded dataset |