2023 Form 5500 filing — Tom Bell Group 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 20241015181011NAL0057617762001) for Tom Bell Group 401(K) Retirement Plan, reported by Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet under EIN 64-0607960 and plan number 002. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181011NAL0057617762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet
- EIN
- 64-0607960
- Plan number
- 002
- Location
- Redlands, CA
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,447,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,447,799
- Employer contributions
- $146,961
- Participant contributions
- $1,466,904
- Total income / additions
- $3,217,706
- Benefits paid
- $498,016
- Administrative expenses
- $95,417
- Total expenses
- $593,433
- Net increase / (decrease)
- $2,624,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,582 | $0 |
| Nfp Retirement Inc | ADVISOR | $40,835 | not reported in the loaded dataset |