Young Chevrolet 401(K) Plan — Form 5500 plan (Young Chevrolet Cadillac, 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, Young Chevrolet 401(K) Plan is a benefit plan reported by Young Chevrolet Cadillac, Inc. under EIN 38-2366521 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $15,744,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Young Chevrolet Cadillac, Inc.
EIN
38-2366521
Plan number
002
Plan type
2
Location
Owosso, MI
Latest filing year
2023
Participants
165
End-of-year plan assets
$15,744,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20250904123821NAL0009731443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,744,326
Total liabilities (EOY)
$95,821
Net assets (EOY)
$15,648,505
Net assets (BOY)
$13,490,574

Income & contributions

Employer contributions
$97,895
Participant contributions
$698,230
Total contributions
$829,851
Total income / additions
$3,417,354

Expenses & distributions

Benefits paid
$1,108,490
Administrative expenses
$53,421
Total expenses
$1,259,423
Net increase / (decrease)
$2,157,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Co IncADVISOR$36,235not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,358$02023

Related Form 5500 pages