Pedder Auto Group 401(K) Plan — Form 5500 plan (Pedder Nissan 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, Pedder Auto Group 401(K) Plan is a benefit plan reported by Pedder Nissan LLC under EIN 37-1564682 and plan number 001. The latest loaded filing year is 2023. The filing reports 582 participants and $5,669,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pedder Nissan LLC
- EIN
- 37-1564682
- Plan number
- 001
- Plan type
- 3
- Location
- Hemet, CA
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $5,669,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20240829153312NAL0013288529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,669,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,669,133
- Net assets (BOY)
- $3,942,276
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,726,880
- Total contributions
- $1,739,133
- Total income / additions
- $2,588,066
Expenses & distributions
- Benefits paid
- $812,469
- Administrative expenses
- $46,761
- Total expenses
- $861,209
- Net increase / (decrease)
- $1,726,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,139 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $14,025 | not reported in the loaded dataset | 2023 |