2023 Form 5500 filing — Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton 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 20241016064837NAL0015709379001) for Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton 401(K) Plan, reported by Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton under EIN 94-3035344 and plan number 001. It reports 174 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)$11.9MReported net assets$11,880,975

Participants174

Provider compensation$36.7K5 Schedule C row(s)$36,660

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241016064837NAL0015709379001
Plan sponsor: Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton
EIN: 94-3035344
Plan number: 001
Location: Pleasanton, 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)$12M total assets

Net assets$11.9MLiabilities$111K

Money in vs. money out

Total income / additions$2.8M

Total expenses$1M

Benefits paid / distributions$854.9K

Contributions

Employer$132.9K

Participant$836.4K

Full reported line items

Total assets (EOY): $11,991,977
Total liabilities (EOY): $111,002
Net assets (EOY): $11,880,975
Employer contributions: $132,897
Participant contributions: $836,364
Total income / additions: $2,776,071
Benefits paid: $854,851
Administrative expenses: $35,740
Total expenses: $1,001,593
Net increase / (decrease): $1,774,478

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$20.2K
RECORDKEEPER · Direct $20.2K · Indirect $0
2
National Automobile Dealers Associa$12.7K
OTHER · Direct $12.7K
3
Capfinancial Partners LLC Dba Captr$2.1K
OTHER · Direct $2.1K
4
Northeast Retirement Services, Inc.$1.3K
OTHER · Direct $1.3K
5
Qdro Consultants Company, LLC$400
CONSULTING · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016064837NAL0015709379001 cover?: It is the 2023 Form 5500 filing for Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton 401(K) Plan, reported by Hacienda Motors, Ltd. Dba Mercedes-Benz Of Pleasanton (EIN 94-3035344).
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).