Southworth Chevrolet, Buick, Gmc, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southworth Chevrolet, Buick, Gmc, INC.
  • Sponsor EIN: 391441667
  • Sponsor Address: PO BOX 203, BLOOMER, WI, 54724
  • Plan Type: DC
  • Total Participants: 57
  • Total Assets: $4.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202457$4.4M$102,383$293,072
202339$3.8M$87,611$292,976
202245$3.2M$91,217$281,663

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