Jeff Belzer 401(K) Plan — Form 5500 plan (Jeff Belzers Todd 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, Jeff Belzer 401(K) Plan is a benefit plan reported by Jeff Belzers Todd Chevrolet, Inc. under EIN 41-1385667 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $10,954,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeff Belzers Todd Chevrolet, Inc.
- EIN
- 41-1385667
- Plan number
- 002
- Plan type
- 2
- Location
- Lakeville, MN
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $10,954,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20240827093023NAL0017350560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,954,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,954,696
- Net assets (BOY)
- $8,695,020
Income & contributions
- Employer contributions
- $26,203
- Participant contributions
- $1,313,465
- Total contributions
- $1,339,668
- Total income / additions
- $3,019,753
Expenses & distributions
- Benefits paid
- $684,653
- Administrative expenses
- $75,424
- Total expenses
- $760,077
- Net increase / (decrease)
- $2,259,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | RECORD KEEPER | $21,004 | $870 | 2023 |
| United Planners Financial Services | INVESTMENT ADVISOR | $20,740 | not reported in the loaded dataset | 2023 |
| Professional Pension Services, Inc. | SERVICE PROVIDER | $14,958 | not reported in the loaded dataset | 2023 |
| Mahoney Cpas | AUDITOR | $10,250 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $8,472 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jeff Belzers Todd Chevrolet, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Lakeville, MN
- Ascensus LLC — Schedule C compensation
- United Planners Financial Services — Schedule C compensation
- Professional Pension Services, Inc. — Schedule C compensation
- Mahoney Cpas — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation