Schepel Buick Gmc, Inc. 401(K) Plan — Form 5500 plan (Schepel Buick Gmc, 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, Schepel Buick Gmc, Inc. 401(K) Plan is a benefit plan reported by Schepel Buick Gmc, Inc. under EIN 35-1173513 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $20,418,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schepel Buick Gmc, Inc.
EIN
35-1173513
Plan number
001
Plan type
2
Location
Merrillville, IN
Latest filing year
2023
Participants
186
End-of-year plan assets
$20,418,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014171635NAL0026814321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,418,728
Total liabilities (EOY)
$292
Net assets (EOY)
$20,418,436
Net assets (BOY)
$18,089,786

Income & contributions

Employer contributions
$279,432
Participant contributions
$1,310,246
Total contributions
$1,992,054
Total income / additions
$4,573,408

Expenses & distributions

Benefits paid
$2,161,558
Administrative expenses
$83,200
Total expenses
$2,244,758
Net increase / (decrease)
$2,328,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$41,757$2,9662023
First Financial BankNONE$41,443not reported in the loaded dataset2023
Charles Schwab Trust CompanyNONE$0$4,9642023

Related Form 5500 pages