2023 Form 5500 filing — Joe Basil 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 20241012075804NAL0013227459001) for Joe Basil Chevrolet Inc. 401(K) Plan, reported by Joe Basil Chevrolet under EIN 16-1068991 and plan number 333. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012075804NAL0013227459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joe Basil Chevrolet
- EIN
- 16-1068991
- Plan number
- 333
- Location
- Depew, NY
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,919,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,919,221
- Employer contributions
- $237,816
- Participant contributions
- $837,237
- Total income / additions
- $3,706,404
- Benefits paid
- $1,177,171
- Administrative expenses
- $64,268
- Total expenses
- $1,241,439
- Net increase / (decrease)
- $2,464,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life And Annuity Ins. Co | RECORDKEEPER | $63,781 | $0 |
| Lawley Retirement Advisors LLC | INVETMENT ADVISOR | $19,752 | not reported in the loaded dataset |
| Pps Pension & Financial Services | TPA | $3,327 | $11,860 |
| Lasalle St Securities LLC | SHAREHOLDER SRV PROVIDER | $0 | $3,099 |
| Global Retirement Partners | INVESTMENT ADVISOR | $3,092 | not reported in the loaded dataset |