2023 Form 5500 filing — Bruce Titus Automotive Group 401(K) Plan

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 20240726114239NAL0010164627001) for Bruce Titus Automotive Group 401(K) Plan, reported by Tacoma Subaru, Inc. under EIN 91-1403804 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$10,042,596
Participants273
Provider compensation$59.6K2 Schedule C row(s)$59,586
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240726114239NAL0010164627001
Plan sponsor
Tacoma Subaru, Inc.
EIN
91-1403804
Plan number
001
Location
Tacoma, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$555.6K
Benefits paid / distributions$496K
Contributions
Employer$179.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$10,042,596
Total liabilities (EOY)
$0
Net assets (EOY)
$10,042,596
Employer contributions
$179,529
Participant contributions
$1,087,426
Total income / additions
$2,973,051
Benefits paid
$495,988
Administrative expenses
$59,586
Total expenses
$555,574
Net increase / (decrease)
$2,417,477
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $57.4K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $2.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240726114239NAL0010164627001 cover?
It is the 2023 Form 5500 filing for Bruce Titus Automotive Group 401(K) Plan, reported by Tacoma Subaru, Inc. (EIN 91-1403804).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages