Mike Anderson Chevrolet Of Merrillville 401(K) Plan — Form 5500 plan (Mike Anderson Chevrolet Of Merrillville)
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, Mike Anderson Chevrolet Of Merrillville 401(K) Plan is a benefit plan reported by Mike Anderson Chevrolet Of Merrillville under EIN 35-1161271 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $11,574,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mike Anderson Chevrolet Of Merrillville
- EIN
- 35-1161271
- Plan number
- 001
- Plan type
- 2
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $11,574,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20240730150837NAL0011965939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,574,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,574,569
- Net assets (BOY)
- $9,152,116
Income & contributions
- Employer contributions
- $227,697
- Participant contributions
- $643,555
- Total contributions
- $883,127
- Total income / additions
- $2,853,849
Expenses & distributions
- Benefits paid
- $347,876
- Administrative expenses
- $44,634
- Total expenses
- $431,396
- Net increase / (decrease)
- $2,422,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisors | SERVICE PROVIDER | $0 | $26,008 | 2023 |
| Retirement Plan Concepts & Services | THIRD PARTY ADMINISTRATO | $0 | $5,951 | 2023 |