Pedersen Toyota Scion Volvo 401(K) Plan — Form 5500 plan (Pedersen Toyota Scion Volvo)
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, Pedersen Toyota Scion Volvo 401(K) Plan is a benefit plan reported by Pedersen Toyota Scion Volvo under EIN 84-0575256 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,264,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pedersen Toyota Scion Volvo
- EIN
- 84-0575256
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $6,264,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241015102101NAL0014392483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,264,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,264,762
- Net assets (BOY)
- $5,737,901
Income & contributions
- Employer contributions
- $78,747
- Participant contributions
- $417,712
- Total contributions
- $498,145
- Total income / additions
- $1,355,073
Expenses & distributions
- Benefits paid
- $779,623
- Administrative expenses
- $48,589
- Total expenses
- $828,212
- Net increase / (decrease)
- $526,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| High Point Financial Group, LLC | INVESTMENT ADVISOR | $20,824 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $18,823 | $0 | 2023 |
| Brinker Holdings, Inc | INVESTMENT MANAGER | $8,942 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pedersen Toyota Scion Volvo
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- High Point Financial Group, LLC — Schedule C compensation
- Professional Capital Services, LLC — Schedule C compensation
- Brinker Holdings, Inc — Schedule C compensation