2023 Form 5500 filing — Toyota Of Olympia Retirement 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 20241011153311NAL0011129987001) for Toyota Of Olympia Retirement Plan, reported by Rotter'S Inc. Dba Toyota Of Olympia under EIN 30-0059055 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153311NAL0011129987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rotter'S Inc. Dba Toyota Of Olympia
- EIN
- 30-0059055
- Plan number
- 001
- Location
- Tumwater, WA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,193,881
- Total liabilities (EOY)
- $7,425
- Net assets (EOY)
- $5,186,456
- Employer contributions
- $152,644
- Participant contributions
- $542,650
- Total income / additions
- $1,538,109
- Benefits paid
- $207,938
- Administrative expenses
- $9,774
- Total expenses
- $225,931
- Net increase / (decrease)
- $1,312,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $12,415 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,637 | $0 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $3,150 | $2,069 |
| Willshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 |