Hank Graff Chevrolet 401(K) Plan & Trust — Form 5500 plan (Hank Graff Chevrolet, 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, Hank Graff Chevrolet 401(K) Plan & Trust is a benefit plan reported by Hank Graff Chevrolet, Inc. under EIN 38-1649587 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $15,858,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hank Graff Chevrolet, Inc.
EIN
38-1649587
Plan number
001
Plan type
2
Location
Davison, MI
Latest filing year
2023
Participants
126
End-of-year plan assets
$15,858,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20250409094905NAL0022043601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,858,649
Total liabilities (EOY)
$0
Net assets (EOY)
$15,858,649
Net assets (BOY)
$14,188,839

Income & contributions

Employer contributions
$93,148
Participant contributions
$898,504
Total contributions
$1,152,128
Total income / additions
$2,950,773

Expenses & distributions

Benefits paid
$1,206,718
Administrative expenses
$74,245
Total expenses
$1,280,963
Net increase / (decrease)
$1,669,810

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Investment AdvisorsINVESTMENT ADVISOR$54,048not reported in the loaded dataset2023
Milliman, Inc.NONE$19,320not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages