Chapman Automotive Group 401(K) Plan And Trust — Form 5500 plan (Chapman Automotive Group, L.L.C.)
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, Chapman Automotive Group 401(K) Plan And Trust is a benefit plan reported by Chapman Automotive Group, L.L.C. under EIN 86-0842909 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,004 participants and $82,641,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman Automotive Group, L.L.C.
- EIN
- 86-0842909
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 2,004
- End-of-year plan assets
- $82,641,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,004 | H, C | 20241010113531NAL0011422179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,641,905
- Total liabilities (EOY)
- $320,028
- Net assets (EOY)
- $82,321,877
- Net assets (BOY)
- $68,107,096
Income & contributions
- Employer contributions
- $2,180,832
- Participant contributions
- $6,830,821
- Total contributions
- $9,455,181
- Total income / additions
- $20,189,674
Expenses & distributions
- Benefits paid
- $5,368,977
- Administrative expenses
- $286,947
- Total expenses
- $5,974,893
- Net increase / (decrease)
- $14,214,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $44,262 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $21,539 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $14,285 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chapman Automotive Group, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Wells Fargo Advisors LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation