2023 Form 5500 filing — Bob Brown Chevrolet, Inc. Profit Sharing 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 20250217163415NAL0001946689001) for Bob Brown Chevrolet, Inc. Profit Sharing Plan, reported by Bob Brown Chevrolet, Inc. under EIN 42-0846759 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217163415NAL0001946689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Brown Chevrolet, Inc.
- EIN
- 42-0846759
- Plan number
- 001
- Location
- Urbandale, IA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,424,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,424,336
- Employer contributions
- $358,490
- Participant contributions
- $1,421,137
- Total income / additions
- $3,859,761
- Benefits paid
- $2,227,756
- Administrative expenses
- $71,825
- Total expenses
- $2,356,600
- Net increase / (decrease)
- $1,503,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $51,592 | $0 |
| The Finway Group | CONTRACT ADMIN | $24,712 | not reported in the loaded dataset |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $6,245 | not reported in the loaded dataset |