Joe Basil Chevrolet Inc. 401(K) Plan — Form 5500 plan (Joe Basil Chevrolet)
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, Joe Basil Chevrolet Inc. 401(K) Plan is a benefit plan reported by Joe Basil Chevrolet under EIN 16-1068991 and plan number 333. The latest loaded filing year is 2023. The filing reports 193 participants and $16,919,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joe Basil Chevrolet
- EIN
- 16-1068991
- Plan number
- 333
- Plan type
- 2
- Location
- Depew, NY
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $16,919,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241012075804NAL0013227459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,919,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,919,221
- Net assets (BOY)
- $14,454,256
Income & contributions
- Employer contributions
- $237,816
- Participant contributions
- $837,237
- Total contributions
- $1,088,291
- Total income / additions
- $3,706,404
Expenses & distributions
- Benefits paid
- $1,177,171
- Administrative expenses
- $64,268
- Total expenses
- $1,241,439
- Net increase / (decrease)
- $2,464,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life And Annuity Ins. Co | RECORDKEEPER | $63,781 | $0 | 2023 |
| Lawley Retirement Advisors LLC | INVETMENT ADVISOR | $19,752 | not reported in the loaded dataset | 2023 |
| Pps Pension & Financial Services | TPA | $3,327 | $11,860 | 2023 |
| Lasalle St Securities LLC | SHAREHOLDER SRV PROVIDER | $0 | $3,099 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $3,092 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joe Basil Chevrolet
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Depew, NY
- Empower Life And Annuity Ins. Co — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Pps Pension & Financial Services — Schedule C compensation
- Lasalle St Securities LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation