2023 Form 5500 filing — Jeff Belzer 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 20240827093023NAL0017350560001) for Jeff Belzer 401(K) Plan, reported by Jeff Belzers Todd Chevrolet, Inc. under EIN 41-1385667 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827093023NAL0017350560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeff Belzers Todd Chevrolet, Inc.
- EIN
- 41-1385667
- Plan number
- 002
- Location
- Lakeville, MN
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,954,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,954,696
- Employer contributions
- $26,203
- Participant contributions
- $1,313,465
- Total income / additions
- $3,019,753
- Benefits paid
- $684,653
- Administrative expenses
- $75,424
- Total expenses
- $760,077
- Net increase / (decrease)
- $2,259,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | RECORD KEEPER | $21,004 | $870 |
| United Planners Financial Services | INVESTMENT ADVISOR | $20,740 | not reported in the loaded dataset |
| Professional Pension Services, Inc. | SERVICE PROVIDER | $14,958 | not reported in the loaded dataset |
| Mahoney Cpas | AUDITOR | $10,250 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $8,472 | not reported in the loaded dataset |