Lockhart Trust 401(K) Plan — Form 5500 plan (Progressive Chevrolet Company)
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, Lockhart Trust 401(K) Plan is a benefit plan reported by Progressive Chevrolet Company under EIN 34-0472468 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $17,099,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Progressive Chevrolet Company
- EIN
- 34-0472468
- Plan number
- 001
- Plan type
- 2
- Location
- Massillon, OH
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $17,099,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20240830123407NAL0008379299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,099,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,099,592
- Net assets (BOY)
- $14,529,727
Income & contributions
- Employer contributions
- $234,914
- Participant contributions
- $782,946
- Total contributions
- $1,099,994
- Total income / additions
- $3,935,785
Expenses & distributions
- Benefits paid
- $1,362,819
- Administrative expenses
- $3,101
- Total expenses
- $1,365,920
- Net increase / (decrease)
- $2,569,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,721 | $0 | 2023 |