Edwards Auto Group 401(K) Plan — Form 5500 plan (Edwards 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, Edwards Auto Group 401(K) Plan is a benefit plan reported by Edwards Chevrolet-Cadillac, Inc under EIN 42-0646357 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $9,165,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edwards Chevrolet-Cadillac, Inc
EIN
42-0646357
Plan number
001
Plan type
2
Location
Council Bluffs, IA
Latest filing year
2023
Participants
495
End-of-year plan assets
$9,165,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20250423133232NAL0005742161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,165,042
Total liabilities (EOY)
$0
Net assets (EOY)
$9,165,042
Net assets (BOY)
$7,428,901

Income & contributions

Employer contributions
$276,960
Participant contributions
$852,006
Total contributions
$1,186,377
Total income / additions
$2,632,427

Expenses & distributions

Benefits paid
$847,402
Administrative expenses
$11,985
Total expenses
$896,286
Net increase / (decrease)
$1,736,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$11,985$02023

Related Form 5500 pages