Bennett Mt. Kisco Chevrolet 401(K) Plan — Form 5500 plan (Chv Egg Harbor Inc.)
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, Bennett Mt. Kisco Chevrolet 401(K) Plan is a benefit plan reported by Chv Egg Harbor Inc. under EIN 83-2099856 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $6,610,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chv Egg Harbor Inc.
- EIN
- 83-2099856
- Plan number
- 002
- Plan type
- 3
- Location
- Egg Harbor Township, NJ
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $6,610,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241010073343NAL0019753441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,610,875
- Total liabilities (EOY)
- $10,518
- Net assets (EOY)
- $6,600,357
- Net assets (BOY)
- $6,453,850
Income & contributions
- Employer contributions
- $58,913
- Participant contributions
- $487,374
- Total contributions
- $546,287
- Total income / additions
- $1,587,295
Expenses & distributions
- Benefits paid
- $1,400,451
- Administrative expenses
- $29,819
- Total expenses
- $1,440,788
- Net increase / (decrease)
- $146,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Insurance Annuity Co Of Am | RECORDKEEPER | $27,463 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | BROKER ADVISOR | $0 | $10,805 | 2023 |
| Preferred Pension Concepts, Inc. | CONTRACT ADMINISTRATOR | $0 | $5,000 | 2023 |
| Morgan Stanley Insurance Services | BROKER ADVISER | $0 | $381 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chv Egg Harbor Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Egg Harbor Township, NJ
- Empower Insurance Annuity Co Of Am — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Preferred Pension Concepts, Inc. — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation