2023 Form 5500 filing — The 401(K) Profit Sharing Plan For Employees Of Affinity Truck Center

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 20241001153300NAL0004155795001) for The 401(K) Profit Sharing Plan For Employees Of Affinity Truck Center, reported by Central Valley Gmc D/B/A Affinity Truck Center under EIN 94-2696720 and plan number 001. It reports 157 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)$9MReported net assets$8,959,984
Participants157
Provider compensation$36.2K3 Schedule C row(s)$36,179
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001153300NAL0004155795001
Plan sponsor
Central Valley Gmc D/B/A Affinity Truck Center
EIN
94-2696720
Plan number
001
Location
Fresno, 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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$539.1K
Benefits paid / distributions$489.4K
Contributions
Employer$402.6K
Participant$555K
Full reported line items
Total assets (EOY)
$8,959,984
Total liabilities (EOY)
$0
Net assets (EOY)
$8,959,984
Employer contributions
$402,614
Participant contributions
$554,986
Total income / additions
$2,452,946
Benefits paid
$489,364
Administrative expenses
$36,179
Total expenses
$539,088
Net increase / (decrease)
$1,913,858
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $21.5K
  2. 2
    RECORDKEEPER · Direct $12.3K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $2.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001153300NAL0004155795001 cover?
It is the 2023 Form 5500 filing for The 401(K) Profit Sharing Plan For Employees Of Affinity Truck Center, reported by Central Valley Gmc D/B/A Affinity Truck Center (EIN 94-2696720).
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