Mossy Companies Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Mossy 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, Mossy Companies Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Mossy Nissan Inc under EIN 95-3767471 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,019 participants and $49,164,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mossy Nissan Inc
EIN
95-3767471
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
1,019
End-of-year plan assets
$49,164,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,019H, C20241002090115NAL0016817490001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,164,439
Total liabilities (EOY)
$0
Net assets (EOY)
$49,164,439
Net assets (BOY)
$42,435,175

Income & contributions

Participant contributions
$5,142,875
Total contributions
$5,288,687
Total income / additions
$12,795,770

Expenses & distributions

Benefits paid
$6,018,160
Administrative expenses
$37,605
Total expenses
$6,066,506
Net increase / (decrease)
$6,729,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
401(K) Advisors IncINVESTMENT ADVISORY$0$64,6572023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,605$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages