Surf City Auto Group 401(K) Plan — Form 5500 plan (Surf City Auto Group, 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, Surf City Auto Group 401(K) Plan is a benefit plan reported by Surf City Auto Group, Inc. under EIN 95-3834819 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $4,211,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surf City Auto Group, Inc.
- EIN
- 95-3834819
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $4,211,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20241014164513NAL0026744529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,211,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,211,180
- Net assets (BOY)
- $3,515,538
Income & contributions
- Participant contributions
- $647,288
- Total contributions
- $754,626
- Total income / additions
- $1,348,927
Expenses & distributions
- Benefits paid
- $567,462
- Administrative expenses
- $85,823
- Total expenses
- $653,285
- Net increase / (decrease)
- $695,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Map Retirement Usa LLC | CONTRACT ADMIN | $44,028 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $21,870 | $0 | 2023 |
| Cliftonlarsonallen Wa LLC | INVESTMENT ADVISOR | $18,623 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surf City Auto Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Map Retirement Usa LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cliftonlarsonallen Wa LLC — Schedule C compensation