Dayton Toyota 401(K) Plan — Form 5500 plan (Nappa Investments LLC D/B/A Dayton Toyota)

Plain-English plan 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, Dayton Toyota 401(K) Plan is a benefit plan reported by Nappa Investments LLC D/B/A Dayton Toyota under EIN 13-4336061 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $5,281,937 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,281,937
Participants83Covered participants reported
Assets / participant$63.6KComputed: assets ÷ participants$63,638 (computed)
Provider compensationNone reported
Plan sponsor
Nappa Investments LLC D/B/A Dayton Toyota
EIN
13-4336061
Plan number
001
Plan type
2
Location
Dayton, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202383I20240603152841NAL0031717152001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$342.1K
Benefits paid / distributions$337.5K
Contributions
Employer$57.8K
Participant$297.9K
Full reported line items

Net assets

Total assets (EOY)
$5,281,937
Total liabilities (EOY)
$0
Net assets (EOY)
$5,281,937
Net assets (BOY)
$4,450,935

Income & contributions

Employer contributions
$57,792
Participant contributions
$297,869
Total income / additions
$1,173,126

Expenses & distributions

Benefits paid
$337,463
Administrative expenses
$4,231
Total expenses
$342,124
Net increase / (decrease)
$831,002
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages