Plan5500

Gustman Chevrolet Sales, Inc. Employee Benefit 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 Chevrolet Sales, Inc. Employee Benefit Plan is a benefit plan reported by Gustman Chevrolet Sales, Inc. under EIN 39-0325130 and plan number 778. The latest loaded filing year is 2023. The filing reports 124 participants and $942,301 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
778
Plan type
2
Location
Kaukauna, WI
Latest filing year
2023
Participants
124
End-of-year plan assets
$942,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241015144350NAL0056734962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$942,301
Total liabilities (EOY)
$64,000
Net assets (EOY)
$878,301
Net assets (BOY)
$911,383

Income & contributions

Employer contributions
$1,151,444
Participant contributions
$458,409
Total contributions
$1,609,853
Total income / additions
$1,636,423

Expenses & distributions

Benefits paid
$1,601,928
Administrative expenses
$67,577
Total expenses
$1,669,505
Net increase / (decrease)
-$33,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.NONE$37,760not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$18,025not reported in the loaded dataset2023
Delta Dental Of WisconsinNONE$6,790not reported in the loaded dataset2023

Related Form 5500 pages