2023 Form 5500 filing — Karl Chevrolet, Inc. 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 20251006103044NAL0003499921001) for Karl Chevrolet, Inc. 401(K) Plan, reported by Karl Chevrolet, Inc. under EIN 42-1092272 and plan number 001. It reports 806 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251006103044NAL0003499921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Karl Chevrolet, Inc.
- EIN
- 42-1092272
- Plan number
- 001
- Location
- Ankeny, IA
- Participants
- 806
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,600,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,600,492
- Employer contributions
- $320,647
- Participant contributions
- $2,918,470
- Total income / additions
- $7,174,932
- Benefits paid
- $1,532,539
- Administrative expenses
- $119,409
- Total expenses
- $1,742,454
- Net increase / (decrease)
- $5,432,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $86,705 | $0 |
| Intellicents Investment Solutions I | INVESTMENT/FINANCIAL ADVI | $29,282 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $4 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |