Mccluskey Chevrolet, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mccluskey 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, Mccluskey Chevrolet, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mccluskey Chevrolet, Inc. under EIN 31-0340690 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $13,185,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mccluskey Chevrolet, Inc.
- EIN
- 31-0340690
- Plan number
- 001
- Plan type
- 2
- Location
- Loveland, OH
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $13,185,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240905110010NAL0011763075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,185,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,185,529
- Net assets (BOY)
- $10,345,238
Income & contributions
- Employer contributions
- $105,508
- Participant contributions
- $1,201,770
- Total contributions
- $1,490,901
- Total income / additions
- $3,368,246
Expenses & distributions
- Benefits paid
- $478,973
- Administrative expenses
- $48,982
- Total expenses
- $527,955
- Net increase / (decrease)
- $2,840,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $32,457 | not reported in the loaded dataset | 2023 |
| Mark J. Schmerge, Chfc | NONE | $8,377 | not reported in the loaded dataset | 2023 |
| Alta Trust Company | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $3,148 | $870 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mccluskey Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Loveland, OH
- Pension Corporation Of America — Schedule C compensation
- Mark J. Schmerge, Chfc — Schedule C compensation
- Alta Trust Company — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation