Sg Chevrolet 401(K) Savings Plan — Form 5500 plan (Sg Chevrolet, LLC)

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, Sg Chevrolet 401(K) Savings Plan is a benefit plan reported by Sg Chevrolet, LLC under EIN 27-0499407 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $16,785,713 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sg Chevrolet, LLC
EIN
27-0499407
Plan number
001
Plan type
3
Location
Strongsville, OH
Latest filing year
2023
Participants
646
End-of-year plan assets
$16,785,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023646H, C20241011142937NAL0012595923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,785,713
Total liabilities (EOY)
$144,640
Net assets (EOY)
$16,641,073
Net assets (BOY)
$12,074,998

Income & contributions

Employer contributions
$177,263
Participant contributions
$2,263,888
Total contributions
$2,569,039
Total income / additions
$5,642,139

Expenses & distributions

Benefits paid
$987,359
Administrative expenses
$69,180
Total expenses
$1,076,064
Net increase / (decrease)
$4,566,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regal Investment Advisors LLCADVISOR$33,235not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,512$02023

Related Form 5500 pages