2023 Form 5500 filing — Stg Auto Group Retirement Savings Plan 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 20241008162444NAL0009892035001) for Stg Auto Group Retirement Savings Plan 401(K) Plan, reported by St. George Auto Sales, Inc under EIN 54-2126439 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008162444NAL0009892035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. George Auto Sales, Inc
- EIN
- 54-2126439
- Plan number
- 001
- Location
- Montclair, CA
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,133,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,133,967
- Participant contributions
- $388,629
- Total income / additions
- $538,530
- Benefits paid
- $134,563
- Administrative expenses
- $28,242
- Total expenses
- $162,805
- Net increase / (decrease)
- $375,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $16,771 | $0 |
| Transamerica Financial Life Ins | RECORD KEEPER | $11,471 | $0 |