2023 Form 5500 filing — Cox Chevrolet 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 20241023150142NAL0008278738001) for Cox Chevrolet 401(K) Plan, reported by Cox Chevrolet Incorporated under EIN 59-0862389 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023150142NAL0008278738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cox Chevrolet Incorporated
- EIN
- 59-0862389
- Plan number
- 001
- Location
- Bradenton, FL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,776,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,776,128
- Employer contributions
- $101,732
- Participant contributions
- $681,447
- Total income / additions
- $1,787,090
- Benefits paid
- $602,297
- Administrative expenses
- $5,847
- Total expenses
- $621,721
- Net increase / (decrease)
- $1,165,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kb Pension Services | CONTRACT ADMIN | $5,127 | $3,378 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,908 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $61 | not reported in the loaded dataset |