Mauer Chevrolet 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mauer 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, Mauer Chevrolet 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mauer Chevrolet under EIN 26-4600879 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $5,377,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mauer Chevrolet
- EIN
- 26-4600879
- Plan number
- 001
- Plan type
- 2
- Location
- Inver Grove Heights, MN
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $5,377,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241009103652NAL0009112179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,377,566
- Total liabilities (EOY)
- $3,439
- Net assets (EOY)
- $5,374,127
- Net assets (BOY)
- $4,109,806
Income & contributions
- Employer contributions
- $296,687
- Participant contributions
- $593,504
- Total contributions
- $898,960
- Total income / additions
- $1,586,684
Expenses & distributions
- Benefits paid
- $257,398
- Administrative expenses
- $64,965
- Total expenses
- $322,363
- Net increase / (decrease)
- $1,264,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $62,590 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | RECORDKEEPER | $2,375 | $42 | 2023 |