Plan5500

Bill Deluca Companies 401(K) Plan — Form 5500 plan (Bill Deluca Chevrolet Cadillac, Inc)

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, Bill Deluca Companies 401(K) Plan is a benefit plan reported by Bill Deluca Chevrolet Cadillac, Inc under EIN 04-2565924 and plan number 002. The latest loaded filing year is 2023. The filing reports 394 participants and $35,706,746 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.7MPlan net assets, end of year$35,706,746
Participants394Covered participants reported
Assets / participant$90.6KComputed: assets ÷ participants$90,626 (computed)
Provider compensation$76.2K3 Schedule C provider row(s)$76,170
Plan sponsor
Bill Deluca Chevrolet Cadillac, Inc
EIN
04-2565924
Plan number
002
Plan type
2
Location
Andover, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    394 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.7M total assets
Net assets$35.7MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$255.6K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$35,706,746
Total liabilities (EOY)
$0
Net assets (EOY)
$35,706,746
Net assets (BOY)
$29,768,849

Income & contributions

Employer contributions
$255,592
Participant contributions
$1,500,702
Total contributions
$1,814,979
Total income / additions
$7,405,655

Expenses & distributions

Benefits paid
$1,399,221
Administrative expenses
$68,537
Total expenses
$1,467,758
Net increase / (decrease)
$5,937,897
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln Investment Planning, Inc.$61.7K
    NONE · Direct $61.7K
  2. 2
    Charles Schwab Trust Bank$7.7K
    NONE · Direct $0 · Indirect $7.7K
  3. 3
    Stancorp Financial Group$6.7K
    NONE · Direct $6.7K

Related Form 5500 pages