2023 Form 5500 filing — Profit Sharing Retirement Plan Of Harold Gwatney Chevrolet Company
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 20250617085222NAL0003468114001) for Profit Sharing Retirement Plan Of Harold Gwatney Chevrolet Company, reported by Harold Gwatney Chevrolet Company under EIN 71-0301575 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250617085222NAL0003468114001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Harold Gwatney Chevrolet Company
- EIN
- 71-0301575
- Plan number
- 001
- Location
- Jacksonville, AR
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,773,664
- Total liabilities (EOY)
- $28,157
- Net assets (EOY)
- $7,745,507
- Employer contributions
- $107,057
- Participant contributions
- $602,630
- Total income / additions
- $1,609,358
- Benefits paid
- $207,945
- Administrative expenses
- $32,646
- Total expenses
- $258,157
- Net increase / (decrease)
- $1,351,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ballew Advisors | ADVISORS | $31,276 | not reported in the loaded dataset |
| Mwg Retirement Plan Services | RECORDKEEPER | $1,370 | $0 |