Three Way Chevrolet Co. 401(K) Plan — Form 5500 plan (Three Way 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, Three Way Chevrolet Co. 401(K) Plan is a benefit plan reported by Three Way Chevrolet Company under EIN 95-2097019 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $7,419,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Three Way Chevrolet Company
- EIN
- 95-2097019
- Plan number
- 001
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $7,419,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20250404115623NAL0006827091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,419,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,419,617
- Net assets (BOY)
- $6,035,147
Income & contributions
- Employer contributions
- $225,392
- Participant contributions
- $625,329
- Total contributions
- $865,477
- Total income / additions
- $2,110,164
Expenses & distributions
- Benefits paid
- $671,117
- Administrative expenses
- $54,577
- Total expenses
- $725,694
- Net increase / (decrease)
- $1,384,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lc Morgan Stanley | NONE | $33,014 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $21,563 | $0 | 2023 |