Gustman Employees' Profit Sharing And Savings Plan — Form 5500 plan (Gustman Chevrolet Sales, 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, Gustman Employees' Profit Sharing And Savings Plan is a benefit plan reported by Gustman Chevrolet Sales, Inc. under EIN 39-0325130 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $33,408,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gustman Chevrolet Sales, Inc.
EIN
39-0325130
Plan number
001
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
215
End-of-year plan assets
$33,408,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241011120042NAL0022704625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,408,216
Total liabilities (EOY)
$0
Net assets (EOY)
$33,408,216
Net assets (BOY)
$28,161,639

Income & contributions

Employer contributions
$183,351
Participant contributions
$586,326
Total contributions
$769,677
Total income / additions
$6,070,816

Expenses & distributions

Benefits paid
$778,628
Administrative expenses
$45,611
Total expenses
$824,239
Net increase / (decrease)
$5,246,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$44,636not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$975$02023

Related Form 5500 pages