2023 Form 5500 filing — Tuttle-Click Automotive Group Retirement 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 20240918104827NAL0002481187001) for Tuttle-Click Automotive Group Retirement Plan, reported by Tcag, Inc. under EIN 33-0882199 and plan number 001. It reports 1,521 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)$89.7MReported net assets$89,704,208
Participants1.5K1,521
Provider compensation$18.7K4 Schedule C row(s)$18,706
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918104827NAL0002481187001
Plan sponsor
Tcag, Inc.
EIN
33-0882199
Plan number
001
Location
Irvine, 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)$89.7M total assets
Net assets$89.7MLiabilities$0
Money in vs. money out
Total income / additions$22.2M
Total expenses$8.4M
Benefits paid / distributions$8.4M
Contributions
Employer$480K
Participant$7.2M
Full reported line items
Total assets (EOY)
$89,704,208
Total liabilities (EOY)
$0
Net assets (EOY)
$89,704,208
Employer contributions
$479,999
Participant contributions
$7,204,310
Total income / additions
$22,172,519
Benefits paid
$8,427,552
Administrative expenses
$18,675
Total expenses
$8,446,227
Net increase / (decrease)
$13,726,292
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $21.8K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $14.5K
  3. 3
    INVESTMENT ADVISOR · Direct $7.5K
  4. 4
    RECORDKEEPER · Direct -$25.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918104827NAL0002481187001 cover?
It is the 2023 Form 5500 filing for Tuttle-Click Automotive Group Retirement Plan, reported by Tcag, Inc. (EIN 33-0882199).
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