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, Shults Auto Group 401(K) Plan is a benefit plan reported by Ed Shults Chevrolet, Inc. under EIN 16-1169076 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $5,314,669 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,314,669
- Net assets (EOY)
- $5,314,669
- Net assets (BOY)
- $4,339,506
Income & contributions
- Employer contributions
- $84,159
- Participant contributions
- $484,407
- Total contributions
- $568,566
- Total income / additions
- $1,405,051
Expenses & distributions
- Benefits paid
- $402,765
- Administrative expenses
- $4,804
- Total expenses
- $429,888
- Net increase / (decrease)
- $975,163