2023 Form 5500 filing — Addis 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 20241015161039NAL0015051043001) for Addis Automotive Group, Inc. 401(K) Plan, reported by Addis Automotive Group, Inc. under EIN 92-0768954 and plan number 001. It reports 133 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)$5.3MReported net assets$5,305,622
Participants133
Provider compensation$12.7K1 Schedule C row(s)$12,716
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015161039NAL0015051043001
- Plan sponsor
- Addis Automotive Group, Inc.
- EIN
- 92-0768954
- Plan number
- 001
- Location
- Valencia, 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,305,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,305,622
- Employer contributions
- $107,448
- Participant contributions
- $481,639
- Total income / additions
- $5,338,555
- Benefits paid
- $16,469
- Administrative expenses
- $16,449
- Total expenses
- $32,933
- Net increase / (decrease)
- $5,305,622
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,716 | $0 |