Karl Chevrolet, Inc. 401(K) Plan — Form 5500 plan (Karl 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, Karl Chevrolet, Inc. 401(K) Plan is a benefit plan reported by Karl Chevrolet, Inc. under EIN 42-1092272 and plan number 001. The latest loaded filing year is 2023. The filing reports 806 participants and $25,600,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Karl Chevrolet, Inc.
- EIN
- 42-1092272
- Plan number
- 001
- Plan type
- 2
- Location
- Ankeny, IA
- Latest filing year
- 2023
- Participants
- 806
- End-of-year plan assets
- $25,600,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 806 | H, C | 20251006103044NAL0003499921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,600,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,600,492
- Net assets (BOY)
- $20,168,014
Income & contributions
- Employer contributions
- $320,647
- Participant contributions
- $2,918,470
- Total contributions
- $3,449,405
- Total income / additions
- $7,174,932
Expenses & distributions
- Benefits paid
- $1,532,539
- Administrative expenses
- $119,409
- Total expenses
- $1,742,454
- Net increase / (decrease)
- $5,432,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $86,705 | $0 | 2023 |
| Intellicents Investment Solutions I | INVESTMENT/FINANCIAL ADVI | $29,282 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $4 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Karl Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ankeny, IA
- Adp, Inc. — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation