2023 Form 5500 filing — Beverly Hills Porsche And Santa Monica Audi 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 20241008154029NAL0016964401001) for Beverly Hills Porsche And Santa Monica Audi 401(K) Plan, reported by Cranbrook Partner, Inc. under EIN 95-4341754 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154029NAL0016964401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cranbrook Partner, Inc.
- EIN
- 95-4341754
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,553,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,553,047
- Employer contributions
- $0
- Participant contributions
- $588,286
- Total income / additions
- $1,926,265
- Benefits paid
- $90,106
- Administrative expenses
- $850
- Total expenses
- $90,956
- Net increase / (decrease)
- $1,835,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $850 | $0 |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 |