Bill Volz'S Westchester Auto Corp. 401(K) Plan — Form 5500 plan (Bill Volz'S Westchester Auto Corp.)

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 Volz'S Westchester Auto Corp. 401(K) Plan is a benefit plan reported by Bill Volz'S Westchester Auto Corp. under EIN 20-3545877 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $2,693,816 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.7MPlan net assets, end of year$2,693,816
Participants37Covered participants reported
Assets / participant$72.8KComputed: assets ÷ participants$72,806 (computed)
Provider compensationNone reported
Plan sponsor
Bill Volz'S Westchester Auto Corp.
EIN
20-3545877
Plan number
001
Plan type
2
Location
Cortlandt Manor, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I20240828102131NAL0024242738001
Schedule I · 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)$2.7M total assets
Net assets$2.7MLiabilities$0
Money in vs. money out
Total income / additions$500.3K
Total expenses$193.8K
Benefits paid / distributions$181.8K
Contributions
Employer$18.6K
Participant$167.4K
Full reported line items

Net assets

Total assets (EOY)
$2,693,816
Total liabilities (EOY)
$0
Net assets (EOY)
$2,693,816
Net assets (BOY)
$2,389,266

Income & contributions

Employer contributions
$18,618
Participant contributions
$167,449
Total income / additions
$500,348

Expenses & distributions

Benefits paid
$181,813
Administrative expenses
$10,373
Total expenses
$193,844
Net increase / (decrease)
$306,504
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 10%Participant 90%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income36%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages