2023 Form 5500 filing — Toyota Of Vancouver 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 20241218133036NAL0002124931001) for Toyota Of Vancouver 401(K) Profit Sharing Plan, reported by Mccord'S Vancouver Auto Center, Inc. under EIN 91-1180183 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218133036NAL0002124931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccord'S Vancouver Auto Center, Inc.
- EIN
- 91-1180183
- Plan number
- 002
- Location
- Vancouver, WA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,054,400
- Total liabilities (EOY)
- $28,012
- Net assets (EOY)
- $8,026,388
- Employer contributions
- $341,127
- Participant contributions
- $864,020
- Total income / additions
- $2,232,459
- Benefits paid
- $752,109
- Administrative expenses
- $85,487
- Total expenses
- $838,982
- Net increase / (decrease)
- $1,393,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $44,983 | $0 |
| Concurrent Investment Advisors | INVESTMENT ADVISOR | $16,661 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $14,363 | not reported in the loaded dataset |
| Raymond James Fin Serv Advisors | BROKER | $9,480 | not reported in the loaded dataset |