Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust — Form 5500 plan (Milosch'S Palace Chrysler Jeep 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, Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust is a benefit plan reported by Milosch'S Palace Chrysler Jeep Dodge, Inc. under EIN 38-3293685 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $6,658,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milosch'S Palace Chrysler Jeep Dodge, Inc.
- EIN
- 38-3293685
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Orion, MI
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $6,658,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241216080041NAL0001971504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,658,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,193
- Net assets (BOY)
- $6,262,392
Income & contributions
- Employer contributions
- $48,883
- Participant contributions
- $524,957
- Total contributions
- $823,323
- Total income / additions
- $1,766,551
Expenses & distributions
- Benefits paid
- $1,325,116
- Administrative expenses
- $35,873
- Total expenses
- $1,370,750
- Net increase / (decrease)
- $395,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISORS | $29,133 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $9,309 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milosch'S Palace Chrysler Jeep Dodge, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lake Orion, MI
- Captrust Investment Advisors — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation