Bob Stall Chevrolet 401(K) Plan — Form 5500 plan (Bob Stall 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, Bob Stall Chevrolet 401(K) Plan is a benefit plan reported by Bob Stall Chevrolet under EIN 95-2084577 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,996,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Stall Chevrolet
- EIN
- 95-2084577
- Plan number
- 001
- Plan type
- 2
- Location
- La Mesa, CA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $4,996,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241009233640NAL0009612803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,996,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,996,068
- Net assets (BOY)
- $4,452,387
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $403,732
- Total contributions
- $403,732
- Total income / additions
- $818,497
Expenses & distributions
- Benefits paid
- $269,478
- Administrative expenses
- $5,338
- Total expenses
- $274,816
- Net increase / (decrease)
- $543,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $1,530 | $0 | 2023 |