Tom Bell Group 401(K) Retirement Plan — Form 5500 plan (Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet)
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, Tom Bell Group 401(K) Retirement Plan is a benefit plan reported by Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet under EIN 64-0607960 and plan number 002. The latest loaded filing year is 2023. The filing reports 451 participants and $10,447,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet
- EIN
- 64-0607960
- Plan number
- 002
- Plan type
- 2
- Location
- Redlands, CA
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $10,447,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20241015181011NAL0057617762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,447,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,447,799
- Net assets (BOY)
- $7,823,526
Income & contributions
- Employer contributions
- $146,961
- Participant contributions
- $1,466,904
- Total contributions
- $1,613,865
- Total income / additions
- $3,217,706
Expenses & distributions
- Benefits paid
- $498,016
- Administrative expenses
- $95,417
- Total expenses
- $593,433
- Net increase / (decrease)
- $2,624,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,582 | $0 | 2023 |
| Nfp Retirement Inc | ADVISOR | $40,835 | not reported in the loaded dataset | 2023 |