Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(K) Plan — Form 5500 plan (Kahlig Enterprises, Inc. Dba Bluebonnet Motors)

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, Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(K) Plan is a benefit plan reported by Kahlig Enterprises, Inc. Dba Bluebonnet Motors under EIN 74-2340992 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $18,985,183 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kahlig Enterprises, Inc. Dba Bluebonnet Motors
EIN
74-2340992
Plan number
001
Plan type
2
Location
New Braunfels, TX
Latest filing year
2023
Participants
326
End-of-year plan assets
$18,985,183

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20240930122701NAL0003237923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,985,183
Total liabilities (EOY)
$0
Net assets (EOY)
$18,985,183
Net assets (BOY)
$17,071,498

Income & contributions

Employer contributions
$302,684
Participant contributions
$1,470,453
Total contributions
$1,773,137
Total income / additions
$4,290,828

Expenses & distributions

Benefits paid
$2,284,349
Administrative expenses
$51,757
Total expenses
$2,377,143
Net increase / (decrease)
$1,913,685

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$27,746$02023
Morgan StanleyINVESTMENT ADVISOR$24,011not reported in the loaded dataset2023

Related Form 5500 pages