Feldman Automotive 401(K) Plan & Trust — Form 5500 plan (Liberty 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, Feldman Automotive 401(K) Plan & Trust is a benefit plan reported by Liberty Chevrolet, Inc. under EIN 32-0082440 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,186 participants and $26,597,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liberty Chevrolet, Inc.
- EIN
- 32-0082440
- Plan number
- 001
- Plan type
- 3
- Location
- New Hudson, MI
- Latest filing year
- 2023
- Participants
- 1,186
- End-of-year plan assets
- $26,597,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,186 | H, C | 20240820065146NAL0002277825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,597,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,597,927
- Net assets (BOY)
- $21,195,971
Income & contributions
- Employer contributions
- $613,968
- Participant contributions
- $5,225,736
- Total contributions
- $5,847,176
- Total income / additions
- $9,489,002
Expenses & distributions
- Benefits paid
- $3,975,132
- Administrative expenses
- $111,914
- Total expenses
- $4,087,046
- Net increase / (decrease)
- $5,401,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $83,307 | not reported in the loaded dataset | 2023 |
| Captrust Investment Advisors | INVESTMENT ADVISOR | $38,445 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank Trust | NONE | $0 | $5,909 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Liberty Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in New Hudson, MI
- Milliman, Inc. — Schedule C compensation
- Captrust Investment Advisors — Schedule C compensation
- Charles Schwab Bank Trust — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation