Kaizen Auto Care, LLC 401(K) Plan — Form 5500 plan (Kaizen Auto Care, 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, Kaizen Auto Care, LLC 401(K) Plan is a benefit plan reported by Kaizen Auto Care, LLC under EIN 46-4597239 and plan number 001. The latest loaded filing year is 2023. The filing reports 637 participants and $5,229,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaizen Auto Care, LLC
- EIN
- 46-4597239
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $5,229,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20251008132859NAL0005616929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,229,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,229,220
- Net assets (BOY)
- $2,307,448
Income & contributions
- Employer contributions
- $785,701
- Participant contributions
- $1,263,048
- Total contributions
- $2,776,620
- Total income / additions
- $3,353,420
Expenses & distributions
- Benefits paid
- $358,434
- Administrative expenses
- $67,676
- Total expenses
- $431,648
- Net increase / (decrease)
- $2,921,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,198 | $0 | 2023 |
| Cetera Advisors LLC | INVESTMENT ADVISORY | $0 | $15,173 | 2023 |
| Cetera Retirement Plan Specialists | CONTACT ADMINISTRATOR | $12,478 | $16 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaizen Auto Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Principal Life Insurance Company — Schedule C compensation
- Cetera Advisors LLC — Schedule C compensation
- Cetera Retirement Plan Specialists — Schedule C compensation