Plan5500

Quality Chevrolet 401(K) Retirement Plan — Form 5500 plan (Hidden Valley Investments, Inc. Dba Quality 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, Quality Chevrolet 401(K) Retirement Plan is a benefit plan reported by Hidden Valley Investments, Inc. Dba Quality Chevrolet under EIN 33-0198308 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $8,068,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hidden Valley Investments, Inc. Dba Quality Chevrolet
EIN
33-0198308
Plan number
001
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,068,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241007183239NAL0007848979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,068,654
Total liabilities (EOY)
$0
Net assets (EOY)
$8,068,654
Net assets (BOY)
$6,783,428

Income & contributions

Participant contributions
$519,316
Total contributions
$593,789
Total income / additions
$1,961,734

Expenses & distributions

Benefits paid
$636,726
Administrative expenses
$39,782
Total expenses
$676,508
Net increase / (decrease)
$1,285,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,809$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$13,3522023
Concurrent Investment Advisors, LLCINVESTMENT ADVISORY$0$6,6482023

Related Form 5500 pages