2023 Form 5500 filing — Del Grande Dealer Group 401k 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 20241011154915NAL0039361904001) for Del Grande Dealer Group 401k Plan, reported by Del Grande Dealer Group under EIN 77-0507523 and plan number 001. It reports 1,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$37.9MReported net assets$37,857,411
Participants1.3K1,280
Provider compensation$159.4K3 Schedule C row(s)$159,429
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011154915NAL0039361904001
- Plan sponsor
- Del Grande Dealer Group
- EIN
- 77-0507523
- Plan number
- 001
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$37.9M total assets
Net assets$37.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,857,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,857,411
- Employer contributions
- $923,759
- Participant contributions
- $5,260,195
- Total income / additions
- $12,012,709
- Benefits paid
- $2,480,922
- Administrative expenses
- $159,429
- Total expenses
- $2,647,469
- Net increase / (decrease)
- $9,365,240
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $117,593 | $0 |
| Silicon Valley Retirement Services | ADVISOR | $23,961 | not reported in the loaded dataset |
| Forvis Mazars Llp | ACCOUNTANT/AUDITOR | $17,875 | not reported in the loaded dataset |