2023 Form 5500 filing — South Bay Lube, Inc. 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 20240923161613NAL0023973362001) for South Bay Lube, Inc. 401(K) Plan, reported by South Bay Lube, Inc. under EIN 59-3457634 and plan number 001. It reports 101 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)$615.3KReported net assets$615,264
Participants101
Provider compensation$11.9K1 Schedule C row(s)$11,942
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923161613NAL0023973362001
Plan sponsor
South Bay Lube, Inc.
EIN
59-3457634
Plan number
001
Location
Sarasota, FL
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)$625.9K total assets
Net assets$615.3KLiabilities$10.6K
Money in vs. money out
Total income / additions$459.9K
Total expenses$147.5K
Benefits paid / distributions$133.2K
Contributions
Employer$171.4K
Participant$209.8K
Full reported line items
Total assets (EOY)
$625,903
Total liabilities (EOY)
$10,639
Net assets (EOY)
$615,264
Employer contributions
$171,379
Participant contributions
$209,770
Total income / additions
$459,943
Benefits paid
$133,219
Administrative expenses
$11,942
Total expenses
$147,515
Net increase / (decrease)
$312,428
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $11.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923161613NAL0023973362001 cover?
It is the 2023 Form 5500 filing for South Bay Lube, Inc. 401(K) Plan, reported by South Bay Lube, Inc. (EIN 59-3457634).
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