Plan5500

Envision Motors 401(K) Plan — Form 5500 plan (Envision Motors Management, 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, Envision Motors 401(K) Plan is a benefit plan reported by Envision Motors Management, LLC under EIN 82-4787118 and plan number 001. The latest loaded filing year is 2023. The filing reports 953 participants and $14,965,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Envision Motors Management, LLC
EIN
82-4787118
Plan number
001
Plan type
2
Location
West Covina, CA
Latest filing year
2023
Participants
953
End-of-year plan assets
$14,965,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023953H, C20250217134113NAL0002823152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,965,672
Total liabilities (EOY)
$0
Net assets (EOY)
$14,965,672
Net assets (BOY)
$8,593,822

Income & contributions

Employer contributions
$856,289
Participant contributions
$3,837,483
Total contributions
$6,741,523
Total income / additions
$8,603,885

Expenses & distributions

Benefits paid
$2,109,466
Administrative expenses
$105,173
Total expenses
$2,232,035
Net increase / (decrease)
$6,371,850

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$105,173$02023
Cambridge Investment Research IncOTHER SERVICES$0$36,2932023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages