Dutchess Cars LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Dutchess Cars LLC)
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, Dutchess Cars LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Dutchess Cars LLC under EIN 26-0591779 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $6,991,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dutchess Cars LLC
- EIN
- 26-0591779
- Plan number
- 001
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $6,991,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241015141028NAL0028712385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,991,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,991,928
- Net assets (BOY)
- $5,672,082
Income & contributions
- Employer contributions
- $121,585
- Participant contributions
- $924,050
- Total contributions
- $1,045,635
- Total income / additions
- $2,036,760
Expenses & distributions
- Benefits paid
- $678,166
- Administrative expenses
- $38,748
- Total expenses
- $716,914
- Net increase / (decrease)
- $1,319,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $19,739 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $18,107 | not reported in the loaded dataset | 2023 |