2023 Form 5500 filing — Pedersen Toyota Scion Volvo 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 20241015102101NAL0014392483001) for Pedersen Toyota Scion Volvo 401(K) Plan, reported by Pedersen Toyota Scion Volvo under EIN 84-0575256 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102101NAL0014392483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pedersen Toyota Scion Volvo
- EIN
- 84-0575256
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,264,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,264,762
- Employer contributions
- $78,747
- Participant contributions
- $417,712
- Total income / additions
- $1,355,073
- Benefits paid
- $779,623
- Administrative expenses
- $48,589
- Total expenses
- $828,212
- Net increase / (decrease)
- $526,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| High Point Financial Group, LLC | INVESTMENT ADVISOR | $20,824 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $18,823 | $0 |
| Brinker Holdings, Inc | INVESTMENT MANAGER | $8,942 | not reported in the loaded dataset |