Gault Chevrolet Company, Inc. Savings Plan — Form 5500 plan (Gault Chevrolet Company, 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, Gault Chevrolet Company, Inc. Savings Plan is a benefit plan reported by Gault Chevrolet Company, Inc. under EIN 15-0579146 and plan number 003. The latest loaded filing year is 2023. The filing reports 67 participants and $5,596,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gault Chevrolet Company, Inc.
- EIN
- 15-0579146
- Plan number
- 003
- Plan type
- 2
- Location
- Endicott, NY
- Latest filing year
- 2023
- Participants
- 67
- End-of-year plan assets
- $5,596,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | I, C | 20241015160621NAL0029048049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,596,825
- Total liabilities (EOY)
- $14,826
- Net assets (EOY)
- $5,581,999
- Net assets (BOY)
- $5,341,953
Income & contributions
- Employer contributions
- $49,153
- Participant contributions
- $176,010
- Total income / additions
- $904,312
Expenses & distributions
- Benefits paid
- $616,299
- Administrative expenses
- $33,141
- Total expenses
- $664,266
- Net increase / (decrease)
- $240,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity | RECORDKEEPER | $13,431 | $0 | 2023 |
| Lincoln Financial Servcies | BROKER/ADVISER | $0 | $10,189 | 2023 |
| Envest Retirement Solutions, LLC | OTHER | $1,053 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | CONTRACT ADMIN | $640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gault Chevrolet Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Endicott, NY
- Empower Life & Annuity — Schedule C compensation
- Lincoln Financial Servcies — Schedule C compensation
- Envest Retirement Solutions, LLC — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation