Rogers-Dabbs Chevrolet, Inc. 401(K) Plan — Form 5500 plan (Rogers-Dabbs 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, Rogers-Dabbs Chevrolet, Inc. 401(K) Plan is a benefit plan reported by Rogers-Dabbs Chevrolet, Inc. under EIN 64-0642087 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $3,382,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rogers-Dabbs Chevrolet, Inc.
EIN
64-0642087
Plan number
001
Plan type
2
Location
Brandon, MS
Latest filing year
2023
Participants
142
End-of-year plan assets
$3,382,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240807150346NAL0003817601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,382,486
Total liabilities (EOY)
$0
Net assets (EOY)
$3,382,486
Net assets (BOY)
$2,991,454

Income & contributions

Employer contributions
$66,510
Participant contributions
$352,242
Total contributions
$418,752
Total income / additions
$864,305

Expenses & distributions

Benefits paid
$445,383
Administrative expenses
$27,890
Total expenses
$473,273
Net increase / (decrease)
$391,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ballew AdvisorsFINANCIAL ADVISOR$23,637not reported in the loaded dataset2023
Mwg Retirement Plan ServicesRECORDKEEPER$4,253$02023

Related Form 5500 pages