Apple Automotive Group 401(K) Plan — Form 5500 plan (Westgate 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, Apple Automotive Group 401(K) Plan is a benefit plan reported by Westgate Chevrolet, Inc. under EIN 23-2257255 and plan number 002. The latest loaded filing year is 2023. The filing reports 665 participants and $22,178,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westgate Chevrolet, Inc.
- EIN
- 23-2257255
- Plan number
- 002
- Plan type
- 3
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 665
- End-of-year plan assets
- $22,178,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 665 | H, C | 20241015111939NAL0016217059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,178,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,178,635
- Net assets (BOY)
- $18,652,626
Income & contributions
- Employer contributions
- $248,169
- Participant contributions
- $1,700,119
- Total contributions
- $2,048,551
- Total income / additions
- $5,180,573
Expenses & distributions
- Benefits paid
- $1,470,365
- Administrative expenses
- $151,422
- Total expenses
- $1,654,564
- Net increase / (decrease)
- $3,526,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $51,479 | $0 | 2023 |
| Lombard Securities Inc | NONE | $29,637 | not reported in the loaded dataset | 2023 |
| Conrad M Siegel Inc | NONE | $28,927 | not reported in the loaded dataset | 2023 |
| Srs Capital Advisors | NONE | $16,235 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $9,396 | not reported in the loaded dataset | 2023 |
| Reinsel Kuntz Lesher Llp | NONE | $8,750 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | NONE | $2,875 | not reported in the loaded dataset | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Invesco Advisers Inc | NONE | $0 | $0 | 2023 |
| Janus Capital LLC | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Legg Mason Partners Fund Advisor Ll | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Westgate Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lombard Securities Inc — Schedule C compensation
- Conrad M Siegel Inc — Schedule C compensation
- Srs Capital Advisors — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Reinsel Kuntz Lesher Llp — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Janus Capital LLC — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Legg Mason Partners Fund Advisor Ll — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation