2023 Form 5500 filing — Amc 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 20241001104846NAL0006627121001) for Amc 401(K) Plan, reported by Halrec, Inc. Dba Stevens Creek Toyota under EIN 94-1441982 and plan number 001. It reports 988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001104846NAL0006627121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halrec, Inc. Dba Stevens Creek Toyota
- EIN
- 94-1441982
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 988
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,763,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,763,084
- Employer contributions
- $292,910
- Participant contributions
- $2,336,749
- Total income / additions
- $7,103,610
- Benefits paid
- $2,419,042
- Administrative expenses
- $161,054
- Total expenses
- $2,661,172
- Net increase / (decrease)
- $4,442,438
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $64,788 | not reported in the loaded dataset |
| Karp Capital Management | INVESTMENT ADVISOR | $64,304 | not reported in the loaded dataset |
| Primark Benefits | CONTRACT ADMIN | $31,962 | not reported in the loaded dataset |