Delaney Auto Group 401(K) Plan — Form 5500 plan (Delaney 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, Delaney Auto Group 401(K) Plan is a benefit plan reported by Delaney Chevrolet, Inc. under EIN 25-1216891 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $13,208,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delaney Chevrolet, Inc.
EIN
25-1216891
Plan number
002
Plan type
2
Location
Indiana, PA
Latest filing year
2023
Participants
237
End-of-year plan assets
$13,208,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241014111048NAL0044276512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,208,969
Total liabilities (EOY)
$0
Net assets (EOY)
$13,208,969
Net assets (BOY)
$10,386,059

Income & contributions

Employer contributions
$372,270
Participant contributions
$1,112,431
Total contributions
$2,046,616
Total income / additions
$3,965,403

Expenses & distributions

Benefits paid
$1,088,960
Administrative expenses
$53,533
Total expenses
$1,142,493
Net increase / (decrease)
$2,822,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,325$02023
Wells Fargo Clearing Services LLCADVISOR$21,666not reported in the loaded dataset2023

Related Form 5500 pages