2023 Form 5500 filing — Toyota & Honda Of Santa Maria 401(K) Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712072553NAL0026335312001) for Toyota & Honda Of Santa Maria 401(K) Plan & Trust, reported by Toyota Of Santa Maria under EIN 95-2089293 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712072553NAL0026335312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toyota Of Santa Maria
- EIN
- 95-2089293
- Plan number
- 001
- Location
- Santa Maria, CA
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,369,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,369,696
- Employer contributions
- $127,606
- Participant contributions
- $1,123,806
- Total income / additions
- $3,117,800
- Benefits paid
- $526,309
- Administrative expenses
- $73,783
- Total expenses
- $607,701
- Net increase / (decrease)
- $2,510,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $33,897 | not reported in the loaded dataset |
| Milliman | NONE | $26,386 | not reported in the loaded dataset |
| Caliber Audit & Attest | AUDITOR | $13,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |