Plan5500

Stg Auto Group Retirement Savings Plan 401(K) Plan — Form 5500 plan (St. George Auto Sales, Inc)

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, Stg Auto Group Retirement Savings Plan 401(K) Plan is a benefit plan reported by St. George Auto Sales, Inc under EIN 54-2126439 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $1,133,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. George Auto Sales, Inc
EIN
54-2126439
Plan number
001
Plan type
2
Location
Montclair, CA
Latest filing year
2023
Participants
424
End-of-year plan assets
$1,133,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20241008162444NAL0009892035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,133,967
Total liabilities (EOY)
$0
Net assets (EOY)
$1,133,967
Net assets (BOY)
$758,242

Income & contributions

Participant contributions
$388,629
Total contributions
$388,629
Total income / additions
$538,530

Expenses & distributions

Benefits paid
$134,563
Administrative expenses
$28,242
Total expenses
$162,805
Net increase / (decrease)
$375,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$16,771$02023
Transamerica Financial Life InsRECORD KEEPER$11,471$02023

Related Form 5500 pages