Bluebonnet Chrysler Dodge, Ltd 401(K) Plan — Form 5500 plan (Bluebonnet Chrysler Dodge, Ltd)

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, Bluebonnet Chrysler Dodge, Ltd 401(K) Plan is a benefit plan reported by Bluebonnet Chrysler Dodge, Ltd under EIN 52-2364922 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $6,829,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bluebonnet Chrysler Dodge, Ltd
EIN
52-2364922
Plan number
001
Plan type
2
Location
New Braunfels, TX
Latest filing year
2023
Participants
140
End-of-year plan assets
$6,829,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240920180022NAL0007867441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,829,247
Total liabilities (EOY)
$0
Net assets (EOY)
$6,829,247
Net assets (BOY)
$5,702,315

Income & contributions

Employer contributions
$152,000
Participant contributions
$661,449
Total contributions
$815,990
Total income / additions
$1,673,154

Expenses & distributions

Benefits paid
$512,636
Administrative expenses
$18,857
Total expenses
$546,222
Net increase / (decrease)
$1,126,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$10,630$02023
Morgan StanleyINVESTMENT ADVISOR$8,227not reported in the loaded dataset2023

Related Form 5500 pages