2023 Form 5500 filing — Sid Dillon 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 20241010144506NAL0021275761002) for Sid Dillon 401(K) Plan, reported by Sid Dillon Chevrolet-Fremont, Inc. under EIN 47-0697657 and plan number 001. It reports 993 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144506NAL0021275761002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sid Dillon Chevrolet-Fremont, Inc.
- EIN
- 47-0697657
- Plan number
- 001
- Location
- Fremont, NE
- Participants
- 993
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,442,405
- Net assets (EOY)
- $99,442,405
- Employer contributions
- $4,103,296
- Participant contributions
- $2,890,331
- Total income / additions
- $22,121,084
- Benefits paid
- $5,012,267
- Administrative expenses
- $68,680
- Total expenses
- $5,095,269
- Net increase / (decrease)
- $17,025,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | CONTRACT ADMINISTRATOR | $3,088 | $79,749 |
| Edward D. Jones & Co., L.P. | INVESTMENT MANAGER | $0 | $81,483 |
| First State Bank & Trust | TRUSTEE | $53,844 | not reported in the loaded dataset |
| Capital Research And Management | RECORDKEEPER | $11,748 | $15,363 |
| Rbc Capital Markets LLC | INVESTMENT MANAGER | $0 | $23,901 |
| Ameritas Investment Corp | INVESTMENT MANAGER | $0 | $9,353 |