Bill Rapp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg)

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, Bill Rapp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg under EIN 87-1457115 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $2,807,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B&B Of Ogd, LLC Dba Bill Rapp Chevrolet Of Ogdensburg
EIN
87-1457115
Plan number
001
Plan type
2
Location
Ogdensburg, NY
Latest filing year
2023
Participants
147
End-of-year plan assets
$2,807,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241010072320NAL0020631121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,807,728
Total liabilities (EOY)
$225
Net assets (EOY)
$2,807,503
Net assets (BOY)
$4,953,036

Income & contributions

Employer contributions
$17,042
Participant contributions
$189,466
Total contributions
$208,400
Total income / additions
$818,141

Expenses & distributions

Benefits paid
$2,931,721
Administrative expenses
$31,953
Total expenses
$2,963,674
Net increase / (decrease)
-$2,145,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvp Plan Administrators, Inc.THIRD PARTY ADMINISTRATOR$16,201$02023
Everest ConsultantsINVESTMENT ADVISOR$15,549not reported in the loaded dataset2023

Related Form 5500 pages