Gregg Young Automotive Group 401(K) Plan — Form 5500 plan (Gregg Young 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, Gregg Young Automotive Group 401(K) Plan is a benefit plan reported by Gregg Young Chevrolet, Inc. under EIN 47-0528470 and plan number 002. The latest loaded filing year is 2023. The filing reports 434 participants and $12,100,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gregg Young Chevrolet, Inc.
EIN
47-0528470
Plan number
002
Plan type
3
Location
Omaha, NE
Latest filing year
2023
Participants
434
End-of-year plan assets
$12,100,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023434H, C20241015094013NAL0016073843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,100,261
Total liabilities (EOY)
$0
Net assets (EOY)
$12,100,261
Net assets (BOY)
$7,517,348

Income & contributions

Employer contributions
$258,993
Participant contributions
$1,554,382
Total contributions
$3,725,168
Total income / additions
$5,267,508

Expenses & distributions

Benefits paid
$543,024
Administrative expenses
$101,298
Total expenses
$684,595
Net increase / (decrease)
$4,582,913

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealthplan Partners, Inc.ADVISOR$33,333not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$4,309$02023

Related Form 5500 pages