2023 Form 5500 filing — Betten Baker Auto Family 401(K) Retirement 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 20240926151929NAL0000480819001) for Betten Baker Auto Family 401(K) Retirement Plan, reported by Betten Chevrolet-Cadillac Inc. under EIN 38-2442212 and plan number 001. It reports 494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926151929NAL0000480819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Betten Chevrolet-Cadillac Inc.
- EIN
- 38-2442212
- Plan number
- 001
- Location
- Muskegon, MI
- Participants
- 494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,205,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,205,717
- Employer contributions
- $59,289
- Participant contributions
- $1,462,784
- Total income / additions
- $3,888,565
- Benefits paid
- $671,152
- Administrative expenses
- $117,621
- Total expenses
- $948,133
- Net increase / (decrease)
- $2,940,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $71,018 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $46,603 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $0 | $0 |