Cox Chevrolet 401(K) Plan — Form 5500 plan (Cox Chevrolet Incorporated)
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, Cox Chevrolet 401(K) Plan is a benefit plan reported by Cox Chevrolet Incorporated under EIN 59-0862389 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $7,776,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cox Chevrolet Incorporated
- EIN
- 59-0862389
- Plan number
- 001
- Plan type
- 2
- Location
- Bradenton, FL
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $7,776,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241023150142NAL0008278738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,776,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,776,128
- Net assets (BOY)
- $6,610,759
Income & contributions
- Employer contributions
- $101,732
- Participant contributions
- $681,447
- Total contributions
- $783,179
- Total income / additions
- $1,787,090
Expenses & distributions
- Benefits paid
- $602,297
- Administrative expenses
- $5,847
- Total expenses
- $621,721
- Net increase / (decrease)
- $1,165,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kb Pension Services | CONTRACT ADMIN | $5,127 | $3,378 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,908 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $61 | not reported in the loaded dataset | 2023 |