2023 Form 5500 filing — Mccluskey Chevrolet, Inc. 401(K) Profit Sharing 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 20240905110010NAL0011763075001) for Mccluskey Chevrolet, Inc. 401(K) Profit Sharing Plan, reported by Mccluskey Chevrolet, Inc. under EIN 31-0340690 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905110010NAL0011763075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccluskey Chevrolet, Inc.
- EIN
- 31-0340690
- Plan number
- 001
- Location
- Loveland, OH
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,185,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,185,529
- Employer contributions
- $105,508
- Participant contributions
- $1,201,770
- Total income / additions
- $3,368,246
- Benefits paid
- $478,973
- Administrative expenses
- $48,982
- Total expenses
- $527,955
- Net increase / (decrease)
- $2,840,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Corporation Of America | NONE | $32,457 | not reported in the loaded dataset |
| Mark J. Schmerge, Chfc | NONE | $8,377 | not reported in the loaded dataset |
| Alta Trust Company | NONE | $5,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $3,148 | $870 |