Rudolph Chevrolet, LLC 401(K) Plan — Form 5500 plan (Rudolph Chevrolet, LLC)

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, Rudolph Chevrolet, LLC 401(K) Plan is a benefit plan reported by Rudolph Chevrolet, LLC under EIN 74-1366397 and plan number 002. The latest loaded filing year is 2023. The filing reports 361 participants and $7,606,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rudolph Chevrolet, LLC
EIN
74-1366397
Plan number
002
Plan type
2
Location
El Paso, TX
Latest filing year
2023
Participants
361
End-of-year plan assets
$7,606,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241014170050NAL0015329827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,606,414
Total liabilities (EOY)
$41,909
Net assets (EOY)
$7,564,505
Net assets (BOY)
$6,272,386

Income & contributions

Participant contributions
$546,739
Total contributions
$546,739
Total income / additions
$1,573,822

Expenses & distributions

Benefits paid
$191,443
Administrative expenses
$48,351
Total expenses
$281,703
Net increase / (decrease)
$1,292,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
J Beaver Investment Advisors, Inc.INVESTMENT ADVISOR$32,635not reported in the loaded dataset2023
Austin Capital Retirement Plan SvcsTPA RECORDKEEPER$11,911$02023
Mg Trust CompanyCUSTODIAN$3,805$02023

Related Form 5500 pages