2023 Form 5500 filing — Toyota Of Orange 401(K) Plan And Trust
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 20241009122319NAL0031132160001) for Toyota Of Orange 401(K) Plan And Trust, reported by Toyota Of Orange, Inc. under EIN 95-2746122 and plan number 002. It reports 2,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122319NAL0031132160001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Toyota Of Orange, Inc.
- EIN
- 95-2746122
- Plan number
- 002
- Location
- Orange, CA
- Participants
- 2,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,728,894
- Total liabilities (EOY)
- $27,070
- Net assets (EOY)
- $125,701,824
- Employer contributions
- $2,310,033
- Participant contributions
- $9,618,811
- Total income / additions
- $29,822,134
- Benefits paid
- $5,770,525
- Administrative expenses
- $185,882
- Total expenses
- $6,095,994
- Net increase / (decrease)
- $23,726,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $74,477 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $68,673 | $0 |
| Administrative Fiduciary Services | OTHER | $28,362 | not reported in the loaded dataset |
| Lance Soll & Lunghard Llp | AUDITOR | $13,570 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset |