Perillo Employees 401(K) Plan — Form 5500 plan (Gold Coast Motor Cars Dba Perillo Bmw, 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, Perillo Employees 401(K) Plan is a benefit plan reported by Gold Coast Motor Cars Dba Perillo Bmw, Inc. under EIN 36-3117447 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $11,311,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gold Coast Motor Cars Dba Perillo Bmw, Inc.
- EIN
- 36-3117447
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $11,311,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240916163524NAL0001180883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,311,608
- Total liabilities (EOY)
- $902
- Net assets (EOY)
- $11,310,706
- Net assets (BOY)
- $9,395,642
Income & contributions
- Employer contributions
- $90,230
- Participant contributions
- $662,137
- Total contributions
- $752,367
- Total income / additions
- $2,536,566
Expenses & distributions
- Benefits paid
- $599,313
- Administrative expenses
- $22,189
- Total expenses
- $621,502
- Net increase / (decrease)
- $1,915,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | INVESTMENT ADVISOR | $16,292 | not reported in the loaded dataset | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMINISTRATOR | $5,452 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $445 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gold Coast Motor Cars Dba Perillo Bmw, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Citigroup Global Markets, Inc. — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation