Kocourek 401(K) Profit Sharing Plan — Form 5500 plan (Kocourek Chevrolet, 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, Kocourek 401(K) Profit Sharing Plan is a benefit plan reported by Kocourek Chevrolet, Inc. under EIN 39-1566937 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $16,102,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kocourek Chevrolet, Inc.
EIN
39-1566937
Plan number
001
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
315
End-of-year plan assets
$16,102,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20240924073526NAL0012486049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,102,929
Total liabilities (EOY)
$77,171
Net assets (EOY)
$16,025,758
Net assets (BOY)
$12,567,507

Income & contributions

Employer contributions
$508,095
Participant contributions
$1,260,447
Total contributions
$1,824,111
Total income / additions
$4,347,203

Expenses & distributions

Benefits paid
$817,113
Administrative expenses
$71,839
Total expenses
$888,952
Net increase / (decrease)
$3,458,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Woodtrust BankNONE$71,839not reported in the loaded dataset2023

Related Form 5500 pages