2023 Form 5500 filing — Maita Profit Sharing 401(K) Plan And Trust
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 20240927140004NAL0001306675001) for Maita Profit Sharing 401(K) Plan And Trust, reported by Maita Auto Group under EIN 94-2619517 and plan number 001. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927140004NAL0001306675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maita Auto Group
- EIN
- 94-2619517
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,781,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,781,968
- Employer contributions
- $90,000
- Participant contributions
- $1,844,694
- Total income / additions
- $7,575,716
- Benefits paid
- $3,149,657
- Administrative expenses
- $96,511
- Total expenses
- $3,275,643
- Net increase / (decrease)
- $4,300,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,696 | $0 |
| Everen Securities Inc | BROKER/ADVISER | $0 | $29,005 |
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISER | $0 | $27,769 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,815 | not reported in the loaded dataset |