2023 Form 5500 filing — Bbb Automotive 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 20240731090218NAL0021976513001) for Bbb Automotive 401(K) Plan, reported by Bbb Automotive, LLC under EIN 85-2917092 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731090218NAL0021976513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbb Automotive, LLC
- EIN
- 85-2917092
- Plan number
- 001
- Location
- Costa Mesa, CA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,136,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,136,008
- Employer contributions
- $373,983
- Participant contributions
- $301,223
- Total income / additions
- $896,604
- Benefits paid
- $131,676
- Administrative expenses
- $18,913
- Total expenses
- $150,589
- Net increase / (decrease)
- $746,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co. | RECORDKEEPER | $10,363 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY PLAN | $5,848 | not reported in the loaded dataset |
| Uniglobal Pension Planning, Inc. | TPA | $1,500 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $250 | not reported in the loaded dataset |