Plan5500

2023 Form 5500 filing — Lake Chevrolet, Inc. Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240321100421NAL0002238387001) for Lake Chevrolet, Inc. Employee Benefit Plan, reported by Lake Chevrolet-Oldsmobile, Inc. under EIN 23-2175833 and plan number 501. It reports 61 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240321100421NAL0002238387001
Filing year
2023
Form type
2
Plan sponsor
Lake Chevrolet-Oldsmobile, Inc.
EIN
23-2175833
Plan number
501
Location
Lewistown, PA
Participants
61
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,933
Total liabilities (EOY)
$53,086
Net assets (EOY)
-$8,153
Employer contributions
-$66,933
Participant contributions
$115,706
Total income / additions
$48,906
Benefits paid
$68,230
Administrative expenses
$622
Total expenses
$91,938
Net increase / (decrease)
-$43,032
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcgriff Insurance ServicesBROKER$18,275not reported in the loaded dataset
The Benecon GroupBROKER$14,126not reported in the loaded dataset
Capital BluecrossADMIN$7,650not reported in the loaded dataset
Capital Blue CrossADMIN$4,603not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$3,986not reported in the loaded dataset
Mcgriff Insurance ServicesBROKER$1,525not reported in the loaded dataset
The Benecon GroupBROKER$1,146not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$323not reported in the loaded dataset

Related Form 5500 pages