2023 Form 5500 filing — Hank Graff Chevrolet 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 20250409094905NAL0022043601001) for Hank Graff Chevrolet 401(K) Plan & Trust, reported by Hank Graff Chevrolet, Inc. under EIN 38-1649587 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409094905NAL0022043601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hank Graff Chevrolet, Inc.
- EIN
- 38-1649587
- Plan number
- 001
- Location
- Davison, MI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,858,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,858,649
- Employer contributions
- $93,148
- Participant contributions
- $898,504
- Total income / additions
- $2,950,773
- Benefits paid
- $1,206,718
- Administrative expenses
- $74,245
- Total expenses
- $1,280,963
- Net increase / (decrease)
- $1,669,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $54,048 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $19,320 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |