Cumming Chevrolet 401k Plan — Form 5500 plan (Cumming Chevrolet)
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, Cumming Chevrolet 401k Plan is a benefit plan reported by Cumming Chevrolet under EIN 33-0032981 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $4,448,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cumming Chevrolet
- EIN
- 33-0032981
- Plan number
- 001
- Plan type
- 2
- Location
- National City, CA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $4,448,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241009120215NAL0031093936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,448,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,448,072
- Net assets (BOY)
- $3,657,362
Income & contributions
- Employer contributions
- $32,114
- Participant contributions
- $321,316
- Total contributions
- $353,430
- Total income / additions
- $942,245
Expenses & distributions
- Benefits paid
- $93,967
- Administrative expenses
- $42,838
- Total expenses
- $151,535
- Net increase / (decrease)
- $790,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $30,890 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $11,796 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cumming Chevrolet
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in National City, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation