Plan5500

Antelope Valley Nissan, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Antelope Valley Nissan, Inc.)

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, Antelope Valley Nissan, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Antelope Valley Nissan, Inc. under EIN 95-2388110 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $2,550,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Antelope Valley Nissan, Inc.
EIN
95-2388110
Plan number
001
Plan type
2
Location
Palmdale, CA
Latest filing year
2023
Participants
153
End-of-year plan assets
$2,550,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241015022629NAL0015777331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,550,872
Total liabilities (EOY)
$57
Net assets (EOY)
$2,550,815
Net assets (BOY)
$2,229,280

Income & contributions

Participant contributions
$151,446
Total contributions
$151,446
Total income / additions
$509,671

Expenses & distributions

Benefits paid
$184,534
Administrative expenses
$3,602
Total expenses
$188,136
Net increase / (decrease)
$321,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnutSERVICE PROVIDER$851$02023
Morningstar Investment ManagementINVESTMENT ADVISORY$851not reported in the loaded dataset2023

Related Form 5500 pages