2023 Form 5500 filing — Gustman Chevrolet Sales, Inc. Employee Benefit 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 20241015144350NAL0056734962001) for Gustman Chevrolet Sales, Inc. Employee Benefit Plan, reported by Gustman Chevrolet Sales, Inc. under EIN 39-0325130 and plan number 778. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144350NAL0056734962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gustman Chevrolet Sales, Inc.
- EIN
- 39-0325130
- Plan number
- 778
- Location
- Kaukauna, WI
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $942,301
- Total liabilities (EOY)
- $64,000
- Net assets (EOY)
- $878,301
- Employer contributions
- $1,151,444
- Participant contributions
- $458,409
- Total income / additions
- $1,636,423
- Benefits paid
- $1,601,928
- Administrative expenses
- $67,577
- Total expenses
- $1,669,505
- Net increase / (decrease)
- -$33,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | NONE | $37,760 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $18,025 | not reported in the loaded dataset |
| Delta Dental Of Wisconsin | NONE | $6,790 | not reported in the loaded dataset |