2023 Form 5500 filing — Scott Robinson Honda, Chrysler, Dodge, Jeep, Ram 401(K) Retirement Savings 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 20240912124513NAL0005155203001) for Scott Robinson Honda, Chrysler, Dodge, Jeep, Ram 401(K) Retirement Savings Plan, reported by Scott Robinson Pontiac, Inc. Dba Scott Robinson Honda under EIN 95-2209899 and plan number 001. It reports 275 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)$12.1MReported net assets$12,131,952

Participants275

Provider compensation$44K3 Schedule C row(s)$43,975

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240912124513NAL0005155203001
Plan sponsor: Scott Robinson Pontiac, Inc. Dba Scott Robinson Honda
EIN: 95-2209899
Plan number: 001
Location: Torrance, CA
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)$12.1M total assets

Net assets$12.1MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$965.9K

Benefits paid / distributions$888.7K

Contributions

Employer$95K

Participant$684.9K

Full reported line items

Total assets (EOY): $12,131,952
Total liabilities (EOY): $0
Net assets (EOY): $12,131,952
Employer contributions: $94,999
Participant contributions: $684,913
Total income / additions: $2,243,501
Benefits paid: $888,723
Administrative expenses: $43,975
Total expenses: $965,917
Net increase / (decrease): $1,277,584

Schedule C

Reported service provider compensation

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

1
Morgan Stanley$27.4K
INVESTMENT ADVISOR · Direct $27.4K
2
Empower Advisory Group, LLC$16.6K
INVESTMENT MGMT · Direct $16.6K
3
Empower Annuity Insurance Company$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912124513NAL0005155203001 cover?: It is the 2023 Form 5500 filing for Scott Robinson Honda, Chrysler, Dodge, Jeep, Ram 401(K) Retirement Savings Plan, reported by Scott Robinson Pontiac, Inc. Dba Scott Robinson Honda (EIN 95-2209899).
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).