Mcguire Chevrolet 401(K) Plan — Form 5500 plan (J.R. Roof Inc Dba Mcguire Chevrolet)

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, Mcguire Chevrolet 401(K) Plan is a benefit plan reported by J.R. Roof Inc Dba Mcguire Chevrolet under EIN 22-1433194 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $2,897,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.R. Roof Inc Dba Mcguire Chevrolet
EIN
22-1433194
Plan number
001
Plan type
2
Location
Newton, NJ
Latest filing year
2023
Participants
13
End-of-year plan assets
$2,897,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313I20240524080505NAL0006269249001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,897,075
Total liabilities (EOY)
$0
Net assets (EOY)
$2,897,075
Net assets (BOY)
$2,374,889

Income & contributions

Employer contributions
$39,519
Participant contributions
$104,246
Total income / additions
$544,808

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,905
Total expenses
$22,622
Net increase / (decrease)
$522,186

Service provider compensation (Schedule C)

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

Related Form 5500 pages