Young Automotive Group 401(K) Profit Sharing Plan — Form 5500 plan (Young Chevrolet Company)

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, Young Automotive Group 401(K) Profit Sharing Plan is a benefit plan reported by Young Chevrolet Company under EIN 87-0253320 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,259 participants and $33,483,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Young Chevrolet Company
EIN
87-0253320
Plan number
003
Plan type
2
Location
Layton, UT
Latest filing year
2023
Participants
1,259
End-of-year plan assets
$33,483,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,259H, C20240722172023NAL0010894129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,483,217
Total liabilities (EOY)
$0
Net assets (EOY)
$33,483,217
Net assets (BOY)
$27,663,426

Income & contributions

Employer contributions
$687,578
Participant contributions
$4,057,996
Total contributions
$5,128,656
Total income / additions
$9,873,747

Expenses & distributions

Benefits paid
$3,949,978
Administrative expenses
$103,978
Total expenses
$4,053,956
Net increase / (decrease)
$5,819,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesINVESTMENT ADVISOR$82,038not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$21,940$02023

Related Form 5500 pages