Toyota Of Clermont 401k Plan — Form 5500 plan (Clermont Motor Sales LLC)
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, Toyota Of Clermont 401k Plan is a benefit plan reported by Clermont Motor Sales LLC under EIN 20-4196188 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $1,704,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clermont Motor Sales LLC
- EIN
- 20-4196188
- Plan number
- 001
- Plan type
- 2
- Location
- Clermont, FL
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $1,704,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240912103412NAL0013976080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,704,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,704,634
- Net assets (BOY)
- $1,193,740
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $411,265
- Total contributions
- $411,265
- Total income / additions
- $674,181
Expenses & distributions
- Benefits paid
- $133,325
- Administrative expenses
- $3,712
- Total expenses
- $163,287
- Net increase / (decrease)
- $510,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,712 | $9,648 | 2023 |
| Ameriprise Fncl Serv LLC | NONE | $0 | $5,902 | 2023 |