Plan5500

Soth San Fransisco, CA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Soth San Fransisco, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,198,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Soth San Fransisco

  • 1 loaded plans hold $10.2M in reported assets across 1 sponsors.
  • The largest, Qvale Auto Group Employee Savings Investment Plan, holds 100% of reported Soth San Fransisco plan assets.
  • Plans cover 335 participants — about 335 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.2MSummed across loaded plans$10,198,997
Total reported assets$10.2M$10,198,997
Total reported participants335
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$10.2MLiabilities$0
Contributions & income
Employer contributions$117.5K
Participant contributions$338.8K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$621.8K
Total expenses$679.7K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Soth San Fransisco, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Soth San Fransisco market comparison

Largest plan share of assets100%Qvale Auto Group Employee Savings Investment Plan
Participants per plan335Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Soth San Fransisco

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Qvale Auto Group Employee Savings Investment Plan$10.2M
    Qvale Auto Group, Inc. · 2023

Largest plans in Soth San Fransisco → · Soth San Fransisco plans by participants → · Soth San Fransisco plans with financial data → · Soth San Fransisco plans with provider compensation → · $1B+ plans in Soth San Fransisco →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Soth San Fransisco, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Soth San Fransisco, CA.

Related Form 5500 pages