2023 Form 5500 filing — Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust
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 20241216080041NAL0001971504001) for Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust, reported by Milosch'S Palace Chrysler Jeep Dodge, Inc. under EIN 38-3293685 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216080041NAL0001971504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milosch'S Palace Chrysler Jeep Dodge, Inc.
- EIN
- 38-3293685
- Plan number
- 001
- Location
- Lake Orion, MI
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,658,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,193
- Employer contributions
- $48,883
- Participant contributions
- $524,957
- Total income / additions
- $1,766,551
- Benefits paid
- $1,325,116
- Administrative expenses
- $35,873
- Total expenses
- $1,370,750
- Net increase / (decrease)
- $395,801
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISORS | $29,133 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $9,309 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |