2023 Form 5500 filing — Young Chevrolet 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 20250904123821NAL0009731443001) for Young Chevrolet 401(K) Plan, reported by Young Chevrolet Cadillac, Inc. under EIN 38-2366521 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250904123821NAL0009731443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Young Chevrolet Cadillac, Inc.
- EIN
- 38-2366521
- Plan number
- 002
- Location
- Owosso, MI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,744,326
- Total liabilities (EOY)
- $95,821
- Net assets (EOY)
- $15,648,505
- Employer contributions
- $97,895
- Participant contributions
- $698,230
- Total income / additions
- $3,417,354
- Benefits paid
- $1,108,490
- Administrative expenses
- $53,421
- Total expenses
- $1,259,423
- Net increase / (decrease)
- $2,157,931
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | ADVISOR | $36,235 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,358 | $0 |