2023 Form 5500 filing — Circle Automotive Group, Inc. 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 20241011160248NAL0023175361001) for Circle Automotive Group, Inc. 401(K) Plan, reported by Circle Automotive Group, Inc. under EIN 95-4716497 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160248NAL0023175361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Circle Automotive Group, Inc.
- EIN
- 95-4716497
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,472,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,472,346
- Participant contributions
- $263,113
- Total income / additions
- $1,093,444
- Benefits paid
- $2,383,666
- Administrative expenses
- $31,663
- Total expenses
- $2,458,586
- Net increase / (decrease)
- -$1,365,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jason A Prattes Financial Inc. | INVESTMENT/FINANCIAL ADVI | $29,143 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,520 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |