Courtesy Chevrolet Phoenix 401(k) Plan: Login, Facts & Contact Information

Courtesy Chevrolet Phoenix 401(k) Plan Facts

Plan name
COURTESY AUTOMOTIVE GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COURTESY CHEVROLET
Participants
1,101 (657 active employees)
Former employees with a balance
23
Plan assets
$19,654,346 at Dec 31, 2024
Average account balance
$22,059 across 891 accounts
Employer contributions
$461,773 in plan year 2024 (12% of all contributions)
Recordkeeper
Pinnacle Plan Design, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1966
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.74 million went into the plan in contributions, $461,773 of it from the employer (12%).
  • $3.18 million was paid out to participants.
  • Investment and other income added $2.40 million.
  • Administrative expenses were $293,081, about $329 per account.

How the Courtesy Chevrolet Phoenix 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019340$8.34 million—$389,242
2020430$9.92 million—$317,413
2021591$11.5 million—$409,505
2022799$12.6 million$554,120$333,355
2023931$17.0 million$482,554$1.57 million
20241,101$19.7 million$461,773$3.18 million

Courtesy Chevrolet Phoenix 401(k) Contact Information

Phone
602-279-3232
Mailing address
1233 E. CAMELBACK ROAD, PHOENIX AZ 85014
Plan sponsor
COURTESY CHEVROLET
Employer identification number (EIN)
86-0123463
Plan number
002

Questions about the Courtesy Chevrolet Phoenix 401(k)

Does Courtesy Chevrolet Phoenix contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $461,773, 12% of all contributions.

Does the Courtesy Chevrolet Phoenix 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Courtesy Chevrolet Phoenix 401(k) plan?

1,101 participants at the start of plan year 2024, 657 of them active employees, and 23 former employees who still had money in the plan.

What is the average 401(k) balance at Courtesy Chevrolet Phoenix?

About $22,059 per account: $19.7 million in plan assets across 891 accounts with a balance at the end of plan year 2024.

Who manages the Courtesy Chevrolet Phoenix 401(k) accounts?

John Hancock (listed on the filing as PINNACLE PLAN DESIGN, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Courtesy Chevrolet Phoenix. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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