Ourisman Companies 401k Plan — Form 5500 plan (Ourisman Chevrolet Co. 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, Ourisman Companies 401k Plan is a benefit plan reported by Ourisman Chevrolet Co. Inc. under EIN 52-0781971 and plan number 001. The latest loaded filing year is 2023. The filing reports 644 participants and $22,486,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ourisman Chevrolet Co. Inc.
- EIN
- 52-0781971
- Plan number
- 001
- Plan type
- 2
- Location
- Marlow Heights, MD
- Latest filing year
- 2023
- Participants
- 644
- End-of-year plan assets
- $22,486,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 644 | H, C | 20241015133211NAL0014726963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,486,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,486,704
- Net assets (BOY)
- $18,785,947
Income & contributions
- Employer contributions
- $157,267
- Participant contributions
- $1,482,787
- Total contributions
- $1,689,782
- Total income / additions
- $4,962,863
Expenses & distributions
- Benefits paid
- $1,125,762
- Administrative expenses
- $2,002
- Total expenses
- $1,196,588
- Net increase / (decrease)
- $3,766,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,002 | $74,618 | 2023 |
| Global Retirement Partners | NONE | $0 | $26,894 | 2023 |