Beaver Toyota 401(K) Plan — Form 5500 plan (Beaver Motors, Inc. Dba Beaver Toyota St. Augustine)
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, Beaver Toyota 401(K) Plan is a benefit plan reported by Beaver Motors, Inc. Dba Beaver Toyota St. Augustine under EIN 61-1704931 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $9,415,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beaver Motors, Inc. Dba Beaver Toyota St. Augustine
- EIN
- 61-1704931
- Plan number
- 001
- Plan type
- 2
- Location
- St. Augustine, FL
- Latest filing year
- 2023
- Participants
- 461
- End-of-year plan assets
- $9,415,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 461 | H, C | 20250501152755NAL0002388947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,415,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,415,090
- Net assets (BOY)
- $6,766,900
Income & contributions
- Employer contributions
- $300,531
- Participant contributions
- $1,972,478
- Total contributions
- $2,314,324
- Total income / additions
- $3,508,102
Expenses & distributions
- Benefits paid
- $779,623
- Administrative expenses
- $16,396
- Total expenses
- $859,912
- Net increase / (decrease)
- $2,648,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Solutions Specialists | TPA | $0 | $6,642 | 2023 |
| Morningstar Inv Management | INVESTMENT ADVISORY | $808 | $1,285 | 2023 |
| Voya Retirement Ins. & Annuity Co | SERVICE PROVIDER | $808 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beaver Motors, Inc. Dba Beaver Toyota St. Augustine
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in St. Augustine, FL
- Retirement Solutions Specialists — Schedule C compensation
- Morningstar Inv Management — Schedule C compensation
- Voya Retirement Ins. & Annuity Co — Schedule C compensation