Banks Chevrolet-Cadillac 401(K) Profit Sharing Plan — Form 5500 plan (Banks Chevrolet-Cadillac, LLC)

Plain-English plan 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, Banks Chevrolet-Cadillac 401(K) Profit Sharing Plan is a benefit plan reported by Banks Chevrolet-Cadillac, LLC under EIN 02-0241455 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $19,051,259 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Banks Chevrolet-Cadillac, LLC
EIN
02-0241455
Plan number
001
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
262
End-of-year plan assets
$19,051,259

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241003162210NAL0017582256001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,051,259
Total liabilities (EOY)
$0
Net assets (EOY)
$19,051,259
Net assets (BOY)
$17,597,503

Income & contributions

Employer contributions
$292,596
Participant contributions
$1,086,913
Total contributions
$1,382,810
Total income / additions
$4,466,091

Expenses & distributions

Benefits paid
$2,926,259
Administrative expenses
$46,448
Total expenses
$3,012,335
Net increase / (decrease)
$1,453,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$38,897not reported in the loaded dataset2023
Sentinel Benefits Group, Inc.N/A$5,375not reported in the loaded dataset2023

Related Form 5500 pages