2023 Form 5500 filing — European Motors, Ltd. 401(K) Profit Sharing 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 20241014111247NAL0053258818001) for European Motors, Ltd. 401(K) Profit Sharing Plan, reported by Euromotors, Inc. D/B/A Mercedes Benz Of San Francisco under EIN 94-1565174 and plan number 003. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$22.9MReported net assets$22,884,923
Participants455
Provider compensation$64.6K3 Schedule C row(s)$64,551
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014111247NAL0053258818001
- Plan sponsor
- Euromotors, Inc. D/B/A Mercedes Benz Of San Francisco
- EIN
- 94-1565174
- Plan number
- 003
- Location
- South San Francisco, 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)$22.9M total assets
Net assets$22.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,884,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,884,923
- Employer contributions
- $0
- Participant contributions
- $1,540,722
- Total income / additions
- $5,888,471
- Benefits paid
- $2,148,895
- Administrative expenses
- $64,551
- Total expenses
- $2,260,063
- Net increase / (decrease)
- $3,628,408
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,551 | $0 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $17,500 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISOR | $17,500 | not reported in the loaded dataset |