Bud Clary Automotive Group 401(K) Plan — Form 5500 plan (Bud Clary 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, Bud Clary Automotive Group 401(K) Plan is a benefit plan reported by Bud Clary Chevrolet, Inc. under EIN 91-0699054 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $13,618,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bud Clary Chevrolet, Inc.
- EIN
- 91-0699054
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $13,618,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20240921130739NAL0005353267002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,618,829
- Total liabilities (EOY)
- $793
- Net assets (EOY)
- $13,618,036
- Net assets (BOY)
- $10,453,339
Income & contributions
- Employer contributions
- $122,475
- Participant contributions
- $1,715,242
- Total contributions
- $2,268,755
- Total income / additions
- $4,108,873
Expenses & distributions
- Benefits paid
- $845,142
- Administrative expenses
- $99,034
- Total expenses
- $944,176
- Net increase / (decrease)
- $3,164,697
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anderson & Anderson Advisory LLC | NVESTMENT ADVISOR | $29,091 | $0 | 2023 |
| Hunnex And Shoemaker Inc | TPA | $23,557 | $3,541 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,261 | $0 | 2023 |
| Geffen Mesher | AUDITOR | $17,000 | $0 | 2023 |
| National Automobile Dealers Assoc | OTHER | $4,493 | $0 | 2023 |
| Capfinancial Partners LLC | OTHER | $2,246 | $0 | 2023 |
| Northeast Retirement Services | OTHER | $1,404 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bud Clary Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Longview, WA
- Anderson & Anderson Advisory LLC — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Geffen Mesher — Schedule C compensation
- National Automobile Dealers Assoc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Northeast Retirement Services — Schedule C compensation