Expressway Dodge, Inc. 401(K) Plan — Form 5500 plan (Expressway Dodge, 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, Expressway Dodge, Inc. 401(K) Plan is a benefit plan reported by Expressway Dodge, Inc. under EIN 35-1816102 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $21,563,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Expressway Dodge, Inc.
- EIN
- 35-1816102
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $21,563,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241014133449NAL0026272561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,563,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,563,868
- Net assets (BOY)
- $18,529,996
Income & contributions
- Employer contributions
- $531,114
- Participant contributions
- $814,266
- Total contributions
- $1,345,380
- Total income / additions
- $4,562,127
Expenses & distributions
- Benefits paid
- $1,467,863
- Administrative expenses
- $60,392
- Total expenses
- $1,528,255
- Net increase / (decrease)
- $3,033,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,292 | $0 | 2023 |
| Old National Wealth Management | ADVISOR | $23,500 | not reported in the loaded dataset | 2023 |
| Weinzapfel And Company, LLC | ACCOUNTANT/AUDITOR | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Expressway Dodge, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Fidelity Investments Institutional — Schedule C compensation
- Old National Wealth Management — Schedule C compensation
- Weinzapfel And Company, LLC — Schedule C compensation