Plan Ledger DOL Form 5500 · updated monthly

John L. Sullivan Chevrolet, Inc.401(k)

JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN · ROSEVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

John L. Sullivan Chevrolet, Inc. reported $80,674 in plan administrative expenses for 2022: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,319 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,331st of 9,483), and the 2,550th of 5,215 in retail trade. In 2022, employees put in $11.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,429,285
Participants with balances606
Active participants39
Employer contributions$51,449
Employee contributions$584,378
Employer contribution per active participant$1,319
Average account balance$17,210
Benefits paid to participants$9,087,151
Plan auditDisclaimer of opinion
AuditorWILLIAMS AND OLDS, CPA'S
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$10.4M · 606 accts · $51K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$80,674
Total administrative$80,674
The John L. Sullivan Chevrolet, Inc. 401(k) match · 2022
Employer contribution per active participant$1,319
Median for plans this size$2,266

John L. Sullivan Chevrolet, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$80,674 · 0.49%
Similar plansRetail Trade · California
Vuori, Inc. CA$10.8M · 0.49%
Selman Chevrolet Company CA$10.7M · 0.04%
Moxie Hch Motors, LLC CA$10.4M · 0.04%
Seed Beauty, LLC CA$10.3M · 0.05%
Pirch, Inc. CA$10.3M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941139196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.