Retirement plan

POAGE CHEVROLET UNION PLAN

Name: POAGE CHEVROLET OF WENTZVILLE, INC. - POAGE CHEVROLET UNION PLAN (2023) Form 5500
Creator: POAGE CHEVROLET OF WENTZVILLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POAGE CHEVROLET UNION PLAN, POAGE CHEVROLET OF WENTZVILLE, INC.

POAGE CHEVROLET OF WENTZVILLE, INC.EIN 46-1095439Plan #003PY 2023

851 W. PIERCE BOULEVARD - WENTZVILLE, MO 63385636-327-6268

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$369K

+51.4% from 2022

Total participants

+14.3% from 2022

Average account balance

$16,764

+44.5% from 2022

Annual return

14.67%

+28.65 pp from 2022

Benchmarks

See 22,148 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,148 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$448K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$21K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$673

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$192 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.990%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,764

$102,696-83.7%

$86,235-80.6%

$139,487-88.0%

Participation rate

89.5%

74.5%+15.0pp

69.0%+20.5pp

80.3%+9.1pp

Annual return

14.67%

1925.91%-1911.2pp

1170.03%-1155.4pp

373.84%-359.2pp

Employer contribution / active EE

$2,768

$3,034-8.8%

$2,381+16.2%

$4,755-41.8%

Participant deferral / active EE

$2,105

$4,679-55.0%

$3,987-47.2%

$6,713-68.6%

Admin fee / account holder

$166

$8,667-98.1%

$6,856-97.6%

$11,407-98.5%

POAGE CHEVROLET UNION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POAGE CHEVROLET UNION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion