Cannon Chevrolet Cadillac 401(K) Plan — Form 5500 plan (Cannon Chevrolet Cadillac)
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, Cannon Chevrolet Cadillac 401(K) Plan is a benefit plan reported by Cannon Chevrolet Cadillac under EIN 64-0946947 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $7,865,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cannon Chevrolet Cadillac
- EIN
- 64-0946947
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, MS
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $7,865,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20241014090559NAL0014677059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,865,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,865,539
- Net assets (BOY)
- $4,886,157
Income & contributions
- Employer contributions
- $441,674
- Participant contributions
- $808,532
- Total contributions
- $2,615,156
- Total income / additions
- $3,579,038
Expenses & distributions
- Benefits paid
- $537,783
- Administrative expenses
- $61,873
- Total expenses
- $599,656
- Net increase / (decrease)
- $2,979,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $50,241 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISOR | $0 | $22,387 | 2023 |
| Ares Retirement Plan Services | CONTRACT ADMIN | $8,180 | $5,829 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,844 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cannon Chevrolet Cadillac
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Greenwood, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Ares Retirement Plan Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation