2023 Form 5500 filing — Bill Deluca Companies 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 20241015122937NAL0014628179001) for Bill Deluca Companies 401(K) Plan, reported by Bill Deluca Chevrolet Cadillac, Inc under EIN 04-2565924 and plan number 002. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.7MReported net assets$35,706,746
Participants394
Provider compensation$76.2K3 Schedule C row(s)$76,170
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015122937NAL0014628179001
Plan sponsor
Bill Deluca Chevrolet Cadillac, Inc
EIN
04-2565924
Plan number
002
Location
Andover, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35.7M total assets
Net assets$35.7MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$255.6K
Participant$1.5M
Full reported line items
Total assets (EOY)
$35,706,746
Total liabilities (EOY)
$0
Net assets (EOY)
$35,706,746
Employer contributions
$255,592
Participant contributions
$1,500,702
Total income / additions
$7,405,655
Benefits paid
$1,399,221
Administrative expenses
$68,537
Total expenses
$1,467,758
Net increase / (decrease)
$5,937,897
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $61.7K
  2. 2
    NONE · Direct $0 · Indirect $7.7K
  3. 3
    NONE · Direct $6.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122937NAL0014628179001 cover?
It is the 2023 Form 5500 filing for Bill Deluca Companies 401(K) Plan, reported by Bill Deluca Chevrolet Cadillac, Inc (EIN 04-2565924).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages