Plan5500

Pat Obrien Chevrolet 401k Plan — Form 5500 plan (Pat Obrien, Jr. Chevrolet, 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, Pat Obrien Chevrolet 401k Plan is a benefit plan reported by Pat Obrien, Jr. Chevrolet, Inc. under EIN 20-2394972 and plan number 001. The latest loaded filing year is 2023. The filing reports 485 participants and $7,636,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pat Obrien, Jr. Chevrolet, Inc.
EIN
20-2394972
Plan number
001
Plan type
3
Location
Vermillion, OH
Latest filing year
2023
Participants
485
End-of-year plan assets
$7,636,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023485H, C20240419150544NAL0003533651001
2023213H, C20241014085055NAL0014664227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$338
Total liabilities (EOY)
$0
Net assets (EOY)
$338
Net assets (BOY)
$6,075,339

Income & contributions

Participant contributions
$56
Total contributions
$56
Total income / additions
$492,175

Expenses & distributions

Benefits paid
$6,512,743
Administrative expenses
$54,433
Total expenses
$6,567,176
Net increase / (decrease)
-$6,075,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesSERVICE PROVIDER$0$16,5712023
Cbiz Investment Advisory ServicesSERVICE PROVIDER$0$11,6832023
Cbiz Financial SolutionsSERVICE PROVIDER$6,661not reported in the loaded dataset2023

Related Form 5500 pages