Jack Giambalvo Motor Co Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jack Giambalvo Motor Co 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, Jack Giambalvo Motor Co Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jack Giambalvo Motor Co Inc under EIN 23-2207372 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $14,045,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Giambalvo Motor Co Inc
- EIN
- 23-2207372
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $14,045,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20240726110518NAL0026327744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,045,922
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,045,922
- Net assets (BOY)
- $12,567,962
Income & contributions
- Employer contributions
- $273,099
- Participant contributions
- $874,843
- Total contributions
- $1,147,942
- Total income / additions
- $3,128,878
Expenses & distributions
- Benefits paid
- $1,587,459
- Administrative expenses
- $63,459
- Total expenses
- $1,650,918
- Net increase / (decrease)
- $1,477,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $31,498 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets | ADVISOR | $26,279 | not reported in the loaded dataset | 2023 |