Lake Chevrolet, Inc. Employee Benefit Plan — Form 5500 plan (Lake Chevrolet-Oldsmobile, 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, Lake Chevrolet, Inc. Employee Benefit Plan is a benefit plan reported by Lake Chevrolet-Oldsmobile, Inc. under EIN 23-2175833 and plan number 501. The latest loaded filing year is 2023. The filing reports 61 participants and $18,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lake Chevrolet-Oldsmobile, Inc.
EIN
23-2175833
Plan number
501
Plan type
2
Location
Lewistown, PA
Latest filing year
2023
Participants
61
End-of-year plan assets
$18,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202361I, C20240321100421NAL0002238387001
202361I, C20250304124624NAL0006958353001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$44,933
Total liabilities (EOY)
$53,086
Net assets (EOY)
-$8,153
Net assets (BOY)
$34,879

Income & contributions

Employer contributions
-$66,933
Participant contributions
$115,706
Total income / additions
$48,906

Expenses & distributions

Benefits paid
$68,230
Administrative expenses
$622
Total expenses
$91,938
Net increase / (decrease)
-$43,032

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcgriff Insurance ServicesBROKER$18,275not reported in the loaded dataset2023
The Benecon GroupBROKER$14,126not reported in the loaded dataset2023
Capital BluecrossADMIN$7,650not reported in the loaded dataset2023
Capital Blue CrossADMIN$4,603not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,986not reported in the loaded dataset2023
Mcgriff Insurance ServicesBROKER$1,525not reported in the loaded dataset2023
The Benecon GroupBROKER$1,146not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$323not reported in the loaded dataset2023

Related Form 5500 pages