Thomas Dodge, Chrysler, Jeep Of Highland, Inc. Employees' 401(K) Plan — Form 5500 plan (Thomas Dodge, Chrysler, Jeep Of Highland, 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, Thomas Dodge, Chrysler, Jeep Of Highland, Inc. Employees' 401(K) Plan is a benefit plan reported by Thomas Dodge, Chrysler, Jeep Of Highland, Inc. under EIN 35-1419614 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $21,843,287 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Dodge, Chrysler, Jeep Of Highland, Inc.
- EIN
- 35-1419614
- Plan number
- 001
- Plan type
- 2
- Location
- Highland, IN
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $21,843,287
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240823111028NAL0003133555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,843,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,843,287
- Net assets (BOY)
- $18,011,157
Income & contributions
- Employer contributions
- $774,757
- Participant contributions
- $1,235,144
- Total contributions
- $2,009,901
- Total income / additions
- $5,169,438
Expenses & distributions
- Benefits paid
- $1,281,598
- Administrative expenses
- $55,710
- Total expenses
- $1,337,308
- Net increase / (decrease)
- $3,832,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Capital Wealth Management Ll | ADVISOR | $38,715 | not reported in the loaded dataset | 2023 |
| Swartz Retson And Co | ACCOUNTANT/AUDITOR | $15,700 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,295 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomas Dodge, Chrysler, Jeep Of Highland, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Highland, IN
- Royal Capital Wealth Management Ll — Schedule C compensation
- Swartz Retson And Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation