2023 Form 5500 filing — Gault Chevrolet Company, Inc. Savings 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 20241015160621NAL0029048049001) for Gault Chevrolet Company, Inc. Savings Plan, reported by Gault Chevrolet Company, Inc. under EIN 15-0579146 and plan number 003. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160621NAL0029048049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gault Chevrolet Company, Inc.
- EIN
- 15-0579146
- Plan number
- 003
- Location
- Endicott, NY
- Participants
- 67
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,596,825
- Total liabilities (EOY)
- $14,826
- Net assets (EOY)
- $5,581,999
- Employer contributions
- $49,153
- Participant contributions
- $176,010
- Total income / additions
- $904,312
- Benefits paid
- $616,299
- Administrative expenses
- $33,141
- Total expenses
- $664,266
- Net increase / (decrease)
- $240,046
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity | RECORDKEEPER | $13,431 | $0 |
| Lincoln Financial Servcies | BROKER/ADVISER | $0 | $10,189 |
| Envest Retirement Solutions, LLC | OTHER | $1,053 | not reported in the loaded dataset |
| Lifetime Benefit Solutions | CONTRACT ADMIN | $640 | not reported in the loaded dataset |