2023 Form 5500 filing — Chuck Nash 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 20241014172446NAL0045477488001) for Chuck Nash 401(K) Plan, reported by Chuck Nash Chevrolet Buick, Inc. under EIN 74-1892604 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172446NAL0045477488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chuck Nash Chevrolet Buick, Inc.
- EIN
- 74-1892604
- Plan number
- 001
- Location
- San Marcos, TX
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,669,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,669,159
- Employer contributions
- $140,309
- Participant contributions
- $632,761
- Total income / additions
- $2,016,454
- Benefits paid
- $1,283,940
- Administrative expenses
- $32,895
- Total expenses
- $1,328,394
- Net increase / (decrease)
- $688,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $15,942 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,299 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $5,971 | not reported in the loaded dataset |
| Sentry Life Insurance Company | RECORDKEEPER | $155 | $0 |