Profit Sharing Retirement Plan Of Harold Gwatney Chevrolet Company — Form 5500 plan (Harold Gwatney Chevrolet Company)
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, Profit Sharing Retirement Plan Of Harold Gwatney Chevrolet Company is a benefit plan reported by Harold Gwatney Chevrolet Company under EIN 71-0301575 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $7,773,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harold Gwatney Chevrolet Company
- EIN
- 71-0301575
- Plan number
- 001
- Plan type
- 3
- Location
- Jacksonville, AR
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $7,773,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250617085222NAL0003468114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,773,664
- Total liabilities (EOY)
- $28,157
- Net assets (EOY)
- $7,745,507
- Net assets (BOY)
- $6,394,306
Income & contributions
- Employer contributions
- $107,057
- Participant contributions
- $602,630
- Total contributions
- $709,687
- Total income / additions
- $1,609,358
Expenses & distributions
- Benefits paid
- $207,945
- Administrative expenses
- $32,646
- Total expenses
- $258,157
- Net increase / (decrease)
- $1,351,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ballew Advisors | ADVISORS | $31,276 | not reported in the loaded dataset | 2023 |
| Mwg Retirement Plan Services | RECORDKEEPER | $1,370 | $0 | 2023 |