Lamb Chevrolet, Inc. 401k Profit Sharing Plan — Form 5500 plan (Lamb Chevrolet, 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, Lamb Chevrolet, Inc. 401k Profit Sharing Plan is a benefit plan reported by Lamb Chevrolet, Inc. under EIN 86-0137291 and plan number 002. The latest loaded filing year is 2023. The filing reports 91 participants and $4,591,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lamb Chevrolet, Inc.
EIN
86-0137291
Plan number
002
Plan type
2
Location
Prescott, AZ
Latest filing year
2023
Participants
91
End-of-year plan assets
$4,591,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202391I20241007141013NAL0026369552001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,591,258
Net assets (EOY)
$4,591,258
Net assets (BOY)
$4,259,331

Income & contributions

Employer contributions
$38,232
Participant contributions
$266,273
Total income / additions
$690,835

Expenses & distributions

Benefits paid
$321,838
Administrative expenses
$27,653
Total expenses
$358,908
Net increase / (decrease)
$331,927

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages