Betten Baker Auto Family 401(K) Retirement Plan — Form 5500 plan (Betten Chevrolet-Cadillac 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, Betten Baker Auto Family 401(K) Retirement Plan is a benefit plan reported by Betten Chevrolet-Cadillac Inc. under EIN 38-2442212 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $16,205,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Betten Chevrolet-Cadillac Inc.
- EIN
- 38-2442212
- Plan number
- 001
- Plan type
- 2
- Location
- Muskegon, MI
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $16,205,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20240926151929NAL0000480819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,205,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,205,717
- Net assets (BOY)
- $13,265,285
Income & contributions
- Employer contributions
- $59,289
- Participant contributions
- $1,462,784
- Total contributions
- $1,549,152
- Total income / additions
- $3,888,565
Expenses & distributions
- Benefits paid
- $671,152
- Administrative expenses
- $117,621
- Total expenses
- $948,133
- Net increase / (decrease)
- $2,940,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $71,018 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $46,603 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $0 | $0 | 2023 |