Sid Dillon 401(K) Plan — Form 5500 plan (Sid Dillon Chevrolet-Fremont, 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, Sid Dillon 401(K) Plan is a benefit plan reported by Sid Dillon Chevrolet-Fremont, Inc. under EIN 47-0697657 and plan number 001. The latest loaded filing year is 2023. The filing reports 993 participants and $99,442,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sid Dillon Chevrolet-Fremont, Inc.
- EIN
- 47-0697657
- Plan number
- 001
- Plan type
- 3
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 993
- End-of-year plan assets
- $99,442,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 993 | H, C | 20241010144506NAL0021275761002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,442,405
- Net assets (EOY)
- $99,442,405
- Net assets (BOY)
- $82,416,590
Income & contributions
- Employer contributions
- $4,103,296
- Participant contributions
- $2,890,331
- Total contributions
- $7,501,617
- Total income / additions
- $22,121,084
Expenses & distributions
- Benefits paid
- $5,012,267
- Administrative expenses
- $68,680
- Total expenses
- $5,095,269
- Net increase / (decrease)
- $17,025,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | CONTRACT ADMINISTRATOR | $3,088 | $79,749 | 2023 |
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGER | $0 | $81,483 | 2023 |
| First State Bank & Trust | TRUSTEE | $53,844 | not reported in the loaded dataset | 2023 |
| Capital Research And Management | RECORDKEEPER | $11,748 | $15,363 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT MANAGER | $0 | $23,901 | 2023 |
| Ameritas Investment Corp | INVESTMENT MANAGER | $0 | $9,353 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sid Dillon Chevrolet-Fremont, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Fremont, NE
- Security National Bank — Schedule C compensation
- Edward D. Jones & Co., L.P. — Schedule C compensation
- First State Bank & Trust — Schedule C compensation
- Capital Research And Management — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation