2023 Form 5500 filing — Gregg Young Automotive Group 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 20241015094013NAL0016073843001) for Gregg Young Automotive Group 401(K) Plan, reported by Gregg Young Chevrolet, Inc. under EIN 47-0528470 and plan number 002. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094013NAL0016073843001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Gregg Young Chevrolet, Inc.
- EIN
- 47-0528470
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,100,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,100,261
- Employer contributions
- $258,993
- Participant contributions
- $1,554,382
- Total income / additions
- $5,267,508
- Benefits paid
- $543,024
- Administrative expenses
- $101,298
- Total expenses
- $684,595
- Net increase / (decrease)
- $4,582,913
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthplan Partners, Inc. | ADVISOR | $33,333 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,309 | $0 |