Bob Brown Chevrolet, Inc. Profit Sharing Plan — Form 5500 plan (Bob Brown 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, Bob Brown Chevrolet, Inc. Profit Sharing Plan is a benefit plan reported by Bob Brown Chevrolet, Inc. under EIN 42-0846759 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $14,424,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bob Brown Chevrolet, Inc.
EIN
42-0846759
Plan number
001
Plan type
2
Location
Urbandale, IA
Latest filing year
2023
Participants
305
End-of-year plan assets
$14,424,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20250217163415NAL0001946689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,424,336
Total liabilities (EOY)
$0
Net assets (EOY)
$14,424,336
Net assets (BOY)
$12,921,175

Income & contributions

Employer contributions
$358,490
Participant contributions
$1,421,137
Total contributions
$1,851,752
Total income / additions
$3,859,761

Expenses & distributions

Benefits paid
$2,227,756
Administrative expenses
$71,825
Total expenses
$2,356,600
Net increase / (decrease)
$1,503,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$51,592$02023
The Finway GroupCONTRACT ADMIN$24,712not reported in the loaded dataset2023
Pensionmark Financial GroupINVESTMENT ADVISOR$6,245not reported in the loaded dataset2023

Related Form 5500 pages