Bob Loquercio Auto Group 401(K) Plan — Form 5500 plan (Robert Loquercio Enterprises Dba Elgin Toyota)
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, Bob Loquercio Auto Group 401(K) Plan is a benefit plan reported by Robert Loquercio Enterprises Dba Elgin Toyota under EIN 36-4097417 and plan number 001. The latest loaded filing year is 2023. The filing reports 771 participants and $11,655,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Loquercio Enterprises Dba Elgin Toyota
- EIN
- 36-4097417
- Plan number
- 001
- Plan type
- 2
- Location
- Streamwood, IL
- Latest filing year
- 2023
- Participants
- 771
- End-of-year plan assets
- $11,655,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 771 | H, C | 20240826084821NAL0004507171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,655,152
- Net assets (EOY)
- $11,655,152
- Net assets (BOY)
- $8,972,823
Income & contributions
- Employer contributions
- $256,146
- Participant contributions
- $1,714,485
- Total contributions
- $2,799,035
- Total income / additions
- $4,271,306
Expenses & distributions
- Benefits paid
- $1,497,296
- Administrative expenses
- $58,112
- Total expenses
- $1,588,977
- Net increase / (decrease)
- $2,682,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $19,727 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MG MT | $6,489 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert Loquercio Enterprises Dba Elgin Toyota
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Streamwood, IL
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation