Sunset Chevrolet 401(K) Retirement Plan — Form 5500 plan (Sunset 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, Sunset Chevrolet 401(K) Retirement Plan is a benefit plan reported by Sunset Chevrolet, Inc. under EIN 91-0839194 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $7,227,970 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunset Chevrolet, Inc.
EIN
91-0839194
Plan number
001
Plan type
2
Location
Sumner, WA
Latest filing year
2023
Participants
131
End-of-year plan assets
$7,227,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20241014105226NAL0014794195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,227,970
Total liabilities (EOY)
$1,653
Net assets (EOY)
$7,226,317
Net assets (BOY)
$6,186,382

Income & contributions

Employer contributions
$137,015
Participant contributions
$789,062
Total contributions
$942,165
Total income / additions
$1,896,120

Expenses & distributions

Benefits paid
$815,685
Administrative expenses
$40,500
Total expenses
$856,185
Net increase / (decrease)
$1,039,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti, LLCCONTRACT ADMIN$2,500$24,0682023
John Hancock Life Insurance CompanyRECORDKEEPER$850$02023

Related Form 5500 pages