Archie Cochrane Motors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Archie Cochrane Motors, 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, Archie Cochrane Motors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Archie Cochrane Motors, Inc. under EIN 81-0344242 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $7,206,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Archie Cochrane Motors, Inc.
EIN
81-0344242
Plan number
001
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
127
End-of-year plan assets
$7,206,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240927124505NAL0001066691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,206,302
Total liabilities (EOY)
$0
Net assets (EOY)
$7,206,302
Net assets (BOY)
$5,872,624

Income & contributions

Employer contributions
$227,326
Participant contributions
$371,517
Total contributions
$600,231
Total income / additions
$1,691,960

Expenses & distributions

Benefits paid
$312,565
Administrative expenses
$45,717
Total expenses
$358,282
Net increase / (decrease)
$1,333,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Interstate Wealth ManagementOTHER$22,672not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$12,645$02023
Archie Cochrane Motors IncOTHER$10,000not reported in the loaded dataset2023
Qdro Consultants Company, LLCINVESTMENT ADVISOR$400not reported in the loaded dataset2023

Related Form 5500 pages