Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan — Form 5500 plan (Southworth Chevrolet, Buick, Gmc, 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, Southworth Chevrolet, Buick, Gmc, Inc. Retirement Savings Plan is a benefit plan reported by Southworth Chevrolet, Buick, Gmc, Inc. under EIN 39-1441667 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $3,822,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southworth Chevrolet, Buick, Gmc, Inc.
- EIN
- 39-1441667
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomer, WI
- Latest filing year
- 2023
- Participants
- 47
- End-of-year plan assets
- $3,822,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20240911102752NAL0006908465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,822,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,822,826
- Net assets (BOY)
- $3,182,225
Income & contributions
- Employer contributions
- $87,611
- Participant contributions
- $292,976
- Total income / additions
- $921,469
Expenses & distributions
- Benefits paid
- $267,304
- Administrative expenses
- $13,564
- Total expenses
- $280,868
- Net increase / (decrease)
- $640,601
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.