Littleton Chevrolet Employee Savings Plan — Form 5500 plan (Littleton Chevrolet, Inc.)
Plain-English plan 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, Littleton Chevrolet Employee Savings Plan is a benefit plan reported by Littleton Chevrolet, Inc. under EIN 02-0452224 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $26,129,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Littleton Chevrolet, Inc.
- EIN
- 02-0452224
- Plan number
- 001
- Plan type
- 2
- Location
- St. Johnsbury, VT
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $26,129,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241007075601NAL0030342898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,129,864
- Net assets (EOY)
- $26,129,864
- Net assets (BOY)
- $20,432,904
Income & contributions
- Employer contributions
- $994,816
- Participant contributions
- $1,755,223
- Total contributions
- $3,165,935
- Total income / additions
- $6,996,770
Expenses & distributions
- Benefits paid
- $1,161,639
- Administrative expenses
- $138,171
- Total expenses
- $1,299,810
- Net increase / (decrease)
- $5,696,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Third Party Administrators, Inc. | TPA | $11,399 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $10,543 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $4,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Littleton Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in St. Johnsbury, VT
- Third Party Administrators, Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation