2023 Form 5500 filing — San Tan Ford 401(K)
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 20241015153125NAL0058454434001) for San Tan Ford 401(K), reported by San Tan Auto Partners, LLC under EIN 20-3289308 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153125NAL0058454434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Tan Auto Partners, LLC
- EIN
- 20-3289308
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,591,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,591,324
- Employer contributions
- $0
- Participant contributions
- $899,420
- Total income / additions
- $1,938,828
- Benefits paid
- $1,342,139
- Administrative expenses
- $23,901
- Total expenses
- $1,366,040
- Net increase / (decrease)
- $572,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intellicents Investment Solutions | INVESTMENT ADVISOR | $12,741 | not reported in the loaded dataset |
| Ascensus Holdings | CONTRACT ADMIN | $8,431 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,953 | $0 |
| John Hancock Life Insurance Comp | RECORDKEEPER | $25 | $1,500 |