2023 Form 5500 filing — Oc Auto Team 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611211823NAL0050749984001) for Oc Auto Team 401k Plan, reported by Pb&J Automotive, Inc. Dba Tustin Mazda/Tustin Hyundai under EIN 16-1690678 and plan number 002. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,490,688
Participants274
Provider compensation$6.5K2 Schedule C row(s)$6,495
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240611211823NAL0050749984001
Plan sponsor
Pb&J Automotive, Inc. Dba Tustin Mazda/Tustin Hyundai
EIN
16-1690678
Plan number
002
Location
Tustin, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$106.7K
Benefits paid / distributions$100.3K
Contributions
Employer$120.6K
Participant$739.1K
Full reported line items
Total assets (EOY)
$5,490,688
Total liabilities (EOY)
$0
Net assets (EOY)
$5,490,688
Employer contributions
$120,604
Participant contributions
$739,071
Total income / additions
$1,488,561
Benefits paid
$100,301
Administrative expenses
$6,394
Total expenses
$106,695
Net increase / (decrease)
$1,381,866
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $5.4K · Indirect $0
  2. 2
    TPA · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611211823NAL0050749984001 cover?
It is the 2023 Form 5500 filing for Oc Auto Team 401k Plan, reported by Pb&J Automotive, Inc. Dba Tustin Mazda/Tustin Hyundai (EIN 16-1690678).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages