2023 Form 5500 filing — Santa Barbara Auto Group 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 20241010131437NAL0035772576001) for Santa Barbara Auto Group 401(K) Plan, reported by Sb Automotive, Lllp Dba Santa Barbara Auto Group under EIN 20-0772500 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010131437NAL0035772576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sb Automotive, Lllp Dba Santa Barbara Auto Group
- EIN
- 20-0772500
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,004,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,113
- Employer contributions
- $0
- Participant contributions
- $735,542
- Total income / additions
- $2,024,730
- Benefits paid
- $210,746
- Administrative expenses
- $118,703
- Total expenses
- $374,495
- Net increase / (decrease)
- $1,650,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,379 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $41,404 | not reported in the loaded dataset |
| Bartlett Pringle & Wolf Llp | AUDITOR | $6,920 | not reported in the loaded dataset |