Bob Loquercio Auto Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bob Loquercio Auto Group (EIN 36-4097417) is a plan sponsor located in Streamwood, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-4097417
Location
Streamwood, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,655,152
Total reported net assets (EOY)
$11,655,152

Contributions & income

Employer contributions
$256,146
Participant contributions
$1,714,485
Total income / additions
$4,271,306

Expenses & distributions

Benefits paid / distributions
$1,497,296
Total expenses
$1,588,977
Net increase / (decrease)
$2,682,329

Coverage

Total reported participants
1,363
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bob Loquercio Auto Group plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bob Loquercio Auto Group 401(K) Plan001771$11,655,1522023
Bob Loquercio Auto Group Employee Benefit Welfare Plan501592not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bob Loquercio Auto Group
YearPlanParticipantsSchedulesFiling
2023Bob Loquercio Auto Group Employee Benefit Welfare Plan59220240506221722NAL0041930656001
2023Bob Loquercio Auto Group 401(K) Plan771H, C20240826084821NAL0004507171001

Related Form 5500 pages