2023 Form 5500 filing — Beaver Toyota 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 20250501152755NAL0002388947001) for Beaver Toyota 401(K) Plan, reported by Beaver Motors, Inc. Dba Beaver Toyota St. Augustine under EIN 61-1704931 and plan number 001. It reports 461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501152755NAL0002388947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beaver Motors, Inc. Dba Beaver Toyota St. Augustine
- EIN
- 61-1704931
- Plan number
- 001
- Location
- St. Augustine, FL
- Participants
- 461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,415,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,415,090
- Employer contributions
- $300,531
- Participant contributions
- $1,972,478
- Total income / additions
- $3,508,102
- Benefits paid
- $779,623
- Administrative expenses
- $16,396
- Total expenses
- $859,912
- Net increase / (decrease)
- $2,648,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Solutions Specialists | TPA | $0 | $6,642 |
| Morningstar Inv Management | INVESTMENT ADVISORY | $808 | $1,285 |
| Voya Retirement Ins. & Annuity Co | SERVICE PROVIDER | $808 | $0 |