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, Steve Serra Auto Group 401(K) Plan is a benefit plan reported by Jackmax Automotive, Inc. under EIN 63-0990353 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $11,434,024 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,434,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,434,024
- Net assets (BOY)
- $8,753,097
Income & contributions
- Employer contributions
- $586,984
- Participant contributions
- $1,416,091
- Total contributions
- $2,003,075
- Total income / additions
- $3,445,078
Expenses & distributions
- Benefits paid
- $739,131
- Administrative expenses
- $25,020
- Total expenses
- $764,151
- Net increase / (decrease)
- $2,680,927