Dave White Chevrolet Savings And Retirement Plan — Form 5500 plan (Dave White 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, Dave White Chevrolet Savings And Retirement Plan is a benefit plan reported by Dave White Chevrolet, Inc. under EIN 34-0869041 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $13,251,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dave White Chevrolet, Inc.
EIN
34-0869041
Plan number
002
Plan type
2
Location
Sylvania, OH
Latest filing year
2023
Participants
164
End-of-year plan assets
$13,251,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241010151858NAL0021327137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,251,986
Total liabilities (EOY)
$9,441
Net assets (EOY)
$13,242,545
Net assets (BOY)
$10,878,448

Income & contributions

Employer contributions
$211,157
Participant contributions
$569,873
Total contributions
$801,667
Total income / additions
$2,952,730

Expenses & distributions

Benefits paid
$505,164
Administrative expenses
$74,028
Total expenses
$588,633
Net increase / (decrease)
$2,364,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Trust Company Of ToledoNONE$55,728$02023
Clark Schaefer HackettNONE$18,300not reported in the loaded dataset2023

Related Form 5500 pages