Department of Labor filing

KOOL CHEVROLET INC.

KOOL CHEVROLET, INC. SAVINGS AND RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 16, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

54filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$971

Reported employer contributions per active participant.

Higher than about 53% of comparable plans

#People in the filing

198

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$148 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 56% of comparable plans

↗Investment performance

Not available

Plan assets changed 11.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202454out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions53rd percentileTypical peer $921 · based on 863 comparable plans

Lower reported administrative expense56th percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KOOL CHEVROLET INC. reported $192,166 in employer contributions across the plan and 198 active participants. That works out to $971 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 11.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 21.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context54/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $192,166
Participant contributions: $1,126,039
Other contributions: Not reported
Employer share of reported contributions: 14.6%
Beginning assets: $16,309,409
Ending assets: $18,100,093
Ending net assets: $18,100,093
Ending liabilities: $0
Total income: $3,164,897
Total expenses: $1,374,213
Administrative expenses: $36,153
Participant loans: $276,133

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$871

2023

$895

2024

$971

Plan-paid administrative expenses per participant

2022

$122

2023

$122

2024

$148

Active participants

2022

206

2023

213

2024

198

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$971	198	18.1M	20251016123848NAL0006637761001
2023	$895	213	16.3M	20240924090420NAL0007307395001
2022	$871	206	13.8M	20231010095733NAL0027436833001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Not stated in the filing
Late participant contributions reported: Not stated in the filing
Public plan identifier: 381491823-333

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1988
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3F

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251016123848NAL0006637761001

Data sourceDOL Form 5500 bulk data ↗

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