Chariot Auto Retirement Readiness 401(K)Plan — Form 5500 plan (Button Motors 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, Chariot Auto Retirement Readiness 401(K)Plan is a benefit plan reported by Button Motors Inc. under EIN 35-0819046 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $11,845,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Button Motors Inc.
- EIN
- 35-0819046
- Plan number
- 001
- Plan type
- 3
- Location
- Kokomo, IN
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $11,845,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240923134753NAL0006672595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,845,427
- Total liabilities (EOY)
- $4,439
- Net assets (EOY)
- $11,840,988
- Net assets (BOY)
- $9,803,667
Income & contributions
- Employer contributions
- $336,927
- Participant contributions
- $869,368
- Total contributions
- $1,206,295
- Total income / additions
- $2,904,069
Expenses & distributions
- Benefits paid
- $782,198
- Administrative expenses
- $49,431
- Total expenses
- $866,748
- Net increase / (decrease)
- $2,037,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Concepts & Services | RECORDKEEPER | $18,211 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $17,625 | not reported in the loaded dataset | 2023 |
| Shepherd Financial Investment | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset | 2023 |
| Royal Alliance Assoc Inc | ADVISORY | $5,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Button Motors Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Kokomo, IN
- Retirement Plan Concepts & Services — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Shepherd Financial Investment — Schedule C compensation
- Royal Alliance Assoc Inc — Schedule C compensation