2023 Form 5500 filing — Folsom Lake Auto Group 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 20241015121200NAL0014587107001) for Folsom Lake Auto Group 401(K) Profit Sharing Plan, reported by Folsom Lake Ford under EIN 68-0168504 and plan number 001. It reports 262 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)$9.8MReported net assets$9,817,437
Participants262
Provider compensation$23.5K2 Schedule C row(s)$23,549
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015121200NAL0014587107001
Plan sponsor
Folsom Lake Ford
EIN
68-0168504
Plan number
001
Location
Folsom, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$504.9K
Benefits paid / distributions$503.2K
Contributions
Employer$37.9K
Participant$639.6K
Full reported line items
Total assets (EOY)
$9,817,437
Total liabilities (EOY)
$0
Net assets (EOY)
$9,817,437
Employer contributions
$37,864
Participant contributions
$639,625
Total income / additions
$1,845,287
Benefits paid
$503,231
Administrative expenses
$1,655
Total expenses
$504,886
Net increase / (decrease)
$1,340,401
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $21.9K
  2. 2
    RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121200NAL0014587107001 cover?
It is the 2023 Form 5500 filing for Folsom Lake Auto Group 401(K) Profit Sharing Plan, reported by Folsom Lake Ford (EIN 68-0168504).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages