Billy Navarre Chevrolet 401(K) Plan — Form 5500 plan (Navarre Chevrolet, Inc. Billy Navarre Chevrolet Of Lake Charles)

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, Billy Navarre Chevrolet 401(K) Plan is a benefit plan reported by Navarre Chevrolet, Inc. Billy Navarre Chevrolet Of Lake Charles under EIN 72-0943233 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $12,543,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navarre Chevrolet, Inc. Billy Navarre Chevrolet Of Lake Charles
EIN
72-0943233
Plan number
002
Plan type
2
Location
Lake Charles, LA
Latest filing year
2023
Participants
448
End-of-year plan assets
$12,543,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023448H, C20241015154945NAL0016798435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,543,538
Net assets (EOY)
$12,543,538
Net assets (BOY)
$10,597,811

Income & contributions

Employer contributions
$161,380
Participant contributions
$889,954
Total contributions
$1,054,236
Total income / additions
$2,764,386

Expenses & distributions

Benefits paid
$626,786
Administrative expenses
$89,345
Total expenses
$818,659
Net increase / (decrease)
$1,945,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nova 401(K) AssociatesCONTRACT ADMIN$13,721$5,5162023

Related Form 5500 pages