Hewlett Automotive Employee Retirement Plan — Form 5500 plan (Don Hewlett Chevrolet Buick, 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, Hewlett Automotive Employee Retirement Plan is a benefit plan reported by Don Hewlett Chevrolet Buick, Inc. under EIN 74-1603623 and plan number 003. The latest loaded filing year is 2023. The filing reports 403 participants and $15,156,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Hewlett Chevrolet Buick, Inc.
- EIN
- 74-1603623
- Plan number
- 003
- Plan type
- 2
- Location
- Georgetown, TX
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $15,156,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240821075952NAL0001884515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,156,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,156,032
- Net assets (BOY)
- $11,443,634
Income & contributions
- Employer contributions
- $725,132
- Participant contributions
- $1,544,856
- Total contributions
- $2,347,807
- Total income / additions
- $4,305,410
Expenses & distributions
- Benefits paid
- $488,046
- Administrative expenses
- $104,966
- Total expenses
- $593,012
- Net increase / (decrease)
- $3,712,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $37,616 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEEPER | $33,534 | $0 | 2023 |
| Wells Fargo Clearing Services | INVESTMENT ADVISORY-PLAN | $29,939 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Don Hewlett Chevrolet Buick, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Georgetown, TX
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Wells Fargo Clearing Services — Schedule C compensation