2023 Form 5500 filing — Santa Margarita Ford 401(K) Profit Sharing 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 20240801135633NAL0023757297001) for Santa Margarita Ford 401(K) Profit Sharing Plan, reported by Santa Margarita Ford under EIN 95-4019104 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801135633NAL0023757297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Margarita Ford
- EIN
- 95-4019104
- Plan number
- 001
- Location
- Rancho Santa Margarita, CA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,769,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,769,977
- Employer contributions
- $142,107
- Participant contributions
- $1,091,229
- Total income / additions
- $2,707,075
- Benefits paid
- $135,791
- Administrative expenses
- $7,178
- Total expenses
- $156,413
- Net increase / (decrease)
- $2,550,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $4,740 | $0 |