Devoe Automotive 401(K) Salary Savings Plan — Form 5500 plan (Dick Devoe Buick-Cadillac, 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, Devoe Automotive 401(K) Salary Savings Plan is a benefit plan reported by Dick Devoe Buick-Cadillac, Inc. under EIN 35-1051129 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $10,300,239 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.3MPlan net assets, end of year$10,300,239
Participants196Covered participants reported
Assets / participant$52.6KComputed: assets ÷ participants$52,552 (computed)
Provider compensation$29.8K3 Schedule C provider row(s)$29,765
- Plan sponsor
- Dick Devoe Buick-Cadillac, Inc.
- EIN
- 35-1051129
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241223104724NAL0015232224001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,300,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,300,239
- Net assets (BOY)
- $9,608,509
Income & contributions
- Employer contributions
- $133,031
- Participant contributions
- $722,188
- Total contributions
- $855,219
- Total income / additions
- $2,274,731
Expenses & distributions
- Benefits paid
- $1,508,004
- Administrative expenses
- $29,136
- Total expenses
- $1,583,001
- Net increase / (decrease)
- $691,730
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
16%84%
Employer 16%Participant 84%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $24,342 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,794 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $629 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dick Devoe Buick-Cadillac, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Everhart Financial Group Inc Everha — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation