Courtesy Automotive Group 401(K) Plan — Form 5500 plan (Courtesy Chevrolet)
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, Courtesy Automotive Group 401(K) Plan is a benefit plan reported by Courtesy Chevrolet under EIN 86-0123463 and plan number 002. The latest loaded filing year is 2023. The filing reports 931 participants and $16,971,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Courtesy Chevrolet
- EIN
- 86-0123463
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 931
- End-of-year plan assets
- $16,971,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 931 | H, C | 20241015083005NAL0056632290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,971,844
- Total liabilities (EOY)
- $15,707
- Net assets (EOY)
- $16,956,137
- Net assets (BOY)
- $12,561,598
Income & contributions
- Employer contributions
- $482,554
- Participant contributions
- $3,237,589
- Total contributions
- $3,725,023
- Total income / additions
- $6,115,362
Expenses & distributions
- Benefits paid
- $1,574,682
- Administrative expenses
- $146,141
- Total expenses
- $1,720,823
- Net increase / (decrease)
- $4,394,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets Corp | INVESTMENT ADVISOR | $37,515 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $12 | $0 | 2023 |