2023 Form 5500 filing — Rogers-Dabbs Chevrolet, Inc. 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 20240807150346NAL0003817601001) for Rogers-Dabbs Chevrolet, Inc. 401(K) Plan, reported by Rogers-Dabbs Chevrolet, Inc. under EIN 64-0642087 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807150346NAL0003817601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers-Dabbs Chevrolet, Inc.
- EIN
- 64-0642087
- Plan number
- 001
- Location
- Brandon, MS
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,382,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,382,486
- Employer contributions
- $66,510
- Participant contributions
- $352,242
- Total income / additions
- $864,305
- Benefits paid
- $445,383
- Administrative expenses
- $27,890
- Total expenses
- $473,273
- Net increase / (decrease)
- $391,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ballew Advisors | FINANCIAL ADVISOR | $23,637 | not reported in the loaded dataset |
| Mwg Retirement Plan Services | RECORDKEEPER | $4,253 | $0 |