Kocourek Chevrolet, Inc. — 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, Kocourek Chevrolet, Inc. (EIN 39-1566937) is a plan sponsor located in Wausau, WI with 2 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
39-1566937
Location
Wausau, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,102,929
Total reported liabilities (EOY)
$77,171
Total reported net assets (EOY)
$16,025,758

Contributions & income

Employer contributions
$508,095
Participant contributions
$1,260,447
Total income / additions
$4,347,203

Expenses & distributions

Benefits paid / distributions
$817,113
Total expenses
$888,952
Net increase / (decrease)
$3,458,251

Coverage

Total reported participants
501
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

Kocourek Chevrolet, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kocourek 401(K) Profit Sharing Plan001315$16,102,9292023
Kocourek Chevrolet, Inc. Welfare Benefit Plan510186not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kocourek Chevrolet, Inc.
YearPlanParticipantsSchedulesFiling
2023Kocourek Chevrolet, Inc. Welfare Benefit Plan18620240621090034NAL0001613027001
2023Kocourek 401(K) Profit Sharing Plan315H, C20240924073526NAL0012486049001

Related Form 5500 pages