Original filing (PDF)20240716183850NAL0001914675001

CARLISLE CHEVROLET CADILLAC CO

Name: CARLISLE CHEVROLET CADILLAC CO — CARLISLE CHEVROLET CADILLAC CO. 401(K) PLAN, Form 5500 (2023)
Creator: CARLISLE CHEVROLET CADILLAC CO

Form 5500-SF

FILING_RECEIVED

CARLISLE CHEVROLET CADILLAC CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLISLE CHEVROLET CADILLAC CO.

Plan sponsor

Name

CARLISLE CHEVROLET CADILLAC CO

EIN

75-1286182

Address

1701 W 287 BYPASS · WAXAHACHIE, TX · 75165

Phone

(972) 938-8000

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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