2023 Form 5500 filing — Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(K) 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 20240729095709NAL0012388819001) for Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(K) Plan, reported by Jim Brown Chevrolet Inc. under EIN 34-1274105 and plan number 001. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729095709NAL0012388819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jim Brown Chevrolet Inc.
- EIN
- 34-1274105
- Plan number
- 001
- Location
- Mentor, OH
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,062,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,062,642
- Employer contributions
- $287,797
- Participant contributions
- $4,570,823
- Total income / additions
- $12,860,289
- Benefits paid
- $5,280,655
- Administrative expenses
- $103,763
- Total expenses
- $5,386,724
- Net increase / (decrease)
- $7,473,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $54,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $49,763 | $0 |