Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(K) Plan — Form 5500 plan (Jim Brown 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, Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(K) Plan is a benefit plan reported by Jim Brown Chevrolet Inc. under EIN 34-1274105 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,005 participants and $61,062,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jim Brown Chevrolet Inc.
EIN
34-1274105
Plan number
001
Plan type
2
Location
Mentor, OH
Latest filing year
2023
Participants
1,005
End-of-year plan assets
$61,062,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,005H, C20240729095709NAL0012388819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,062,642
Total liabilities (EOY)
$0
Net assets (EOY)
$61,062,642
Net assets (BOY)
$53,589,077

Income & contributions

Employer contributions
$287,797
Participant contributions
$4,570,823
Total contributions
$4,943,423
Total income / additions
$12,860,289

Expenses & distributions

Benefits paid
$5,280,655
Administrative expenses
$103,763
Total expenses
$5,386,724
Net increase / (decrease)
$7,473,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial Advisors CorpINVESTMENT ADVISOR$54,000not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$49,763$02023

Related Form 5500 pages