Us Motor Works, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Us Motor Works, LLC)

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, Us Motor Works, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Us Motor Works, LLC under EIN 95-4538566 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $11,529,617 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Us Motor Works, LLC
EIN
95-4538566
Plan number
001
Plan type
2
Location
Santa Fe Springs, CA
Latest filing year
2023
Participants
262
End-of-year plan assets
$11,529,617

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20240925053116NAL0005250659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,529,617
Total liabilities (EOY)
$0
Net assets (EOY)
$11,529,617
Net assets (BOY)
$9,012,967

Income & contributions

Employer contributions
$569,938
Participant contributions
$379,874
Total contributions
$1,088,578
Total income / additions
$2,856,471

Expenses & distributions

Benefits paid
$307,016
Administrative expenses
$26,242
Total expenses
$339,821
Net increase / (decrease)
$2,516,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Securities Inc.INVESTMENT/FINANCIAL ADVI$23,372$02023
Adp, Inc.RECORD KEEPER$2,870$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages