Vista Ford Employee Savings/Retirement Plan — Form 5500 plan (Vista Ford 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, Vista Ford Employee Savings/Retirement Plan is a benefit plan reported by Vista Ford Inc. under EIN 95-2871788 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $11,879,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vista Ford Inc.
- EIN
- 95-2871788
- Plan number
- 002
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $11,879,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241008092614NAL0009503539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,879,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,879,136
- Net assets (BOY)
- $12,071,992
Income & contributions
- Employer contributions
- $29,968
- Participant contributions
- $318,530
- Total contributions
- $348,498
- Total income / additions
- $1,861,656
Expenses & distributions
- Benefits paid
- $1,982,279
- Administrative expenses
- $66,591
- Total expenses
- $2,054,512
- Net increase / (decrease)
- -$192,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,224 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $29,230 | 2023 |