Al Baumann Chevrolet Buick, Inc. 401(K) Plan — Form 5500 plan (Al Baumann Chevrolet Buick, 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, Al Baumann Chevrolet Buick, Inc. 401(K) Plan is a benefit plan reported by Al Baumann Chevrolet Buick, Inc. under EIN 34-4471507 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $15,118,039 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Al Baumann Chevrolet Buick, Inc.
EIN
34-4471507
Plan number
001
Plan type
2
Location
Fremont, OH
Latest filing year
2023
Participants
273
End-of-year plan assets
$15,118,039

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20240919124615NAL0005949825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,118,039
Total liabilities (EOY)
$0
Net assets (EOY)
$15,118,039
Net assets (BOY)
$13,670,606

Income & contributions

Employer contributions
$240,409
Participant contributions
$839,078
Total contributions
$1,135,823
Total income / additions
$3,138,293

Expenses & distributions

Benefits paid
$1,600,760
Administrative expenses
$58,956
Total expenses
$1,690,860
Net increase / (decrease)
$1,447,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$45,324$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,067not reported in the loaded dataset2023

Related Form 5500 pages