Andrew Automotive Group 401(K) Plan — Form 5500 plan (Andrew 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, Andrew Automotive Group 401(K) Plan is a benefit plan reported by Andrew Chevrolet, Inc. under EIN 39-1764755 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $11,265,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Andrew Chevrolet, Inc.
- EIN
- 39-1764755
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $11,265,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20251216104540NAL0002503857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,265,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,265,285
- Net assets (BOY)
- $8,924,442
Income & contributions
- Employer contributions
- $156,090
- Participant contributions
- $605,142
- Total contributions
- $761,232
- Total income / additions
- $2,562,191
Expenses & distributions
- Benefits paid
- $216,566
- Administrative expenses
- $4,782
- Total expenses
- $221,348
- Net increase / (decrease)
- $2,340,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Belpointe Asset Management, LLC | SERVICE PROVIDER | $0 | $25,037 | 2023 |
| The Retirement Advantage, Inc | TPA | $0 | $8,681 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andrew Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Belpointe Asset Management, LLC — Schedule C compensation
- The Retirement Advantage, Inc — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation