Del Grande Dealer Group 401k Plan — Form 5500 plan (Del Grande Dealer Group)

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, Del Grande Dealer Group 401k Plan is a benefit plan reported by Del Grande Dealer Group under EIN 77-0507523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,280 participants and $37,857,411 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.9MPlan net assets, end of year$37,857,411
Participants1.3KCovered participants reported1,280
Assets / participant$29.6KComputed: assets ÷ participants$29,576 (computed)
Provider compensation$159.4K3 Schedule C provider row(s)$159,429
Plan sponsor
Del Grande Dealer Group
EIN
77-0507523
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,280H, C20241011154915NAL0039361904001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$37.9M total assets
Net assets$37.9MLiabilities$0
Money in vs. money out
Total income / additions$12M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$923.8K
Participant$5.3M
Full reported line items

Net assets

Total assets (EOY)
$37,857,411
Total liabilities (EOY)
$0
Net assets (EOY)
$37,857,411
Net assets (BOY)
$28,492,171

Income & contributions

Employer contributions
$923,759
Participant contributions
$5,260,195
Total contributions
$6,364,431
Total income / additions
$12,012,709

Expenses & distributions

Benefits paid
$2,480,922
Administrative expenses
$159,429
Total expenses
$2,647,469
Net increase / (decrease)
$9,365,240
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$117,593$02023
Silicon Valley Retirement ServicesADVISOR$23,961not reported in the loaded dataset2023
Forvis Mazars LlpACCOUNTANT/AUDITOR$17,875not reported in the loaded dataset2023

Related Form 5500 pages