2023 Form 5500 filing — Toyota Of San Bernardino Profit Sharing 401(K) 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 20241008060245NAL0016222497001) for Toyota Of San Bernardino Profit Sharing 401(K) Plan, reported by Imperial Imports Inc. Dba Toyota under EIN 95-2454633 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008060245NAL0016222497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Imperial Imports Inc. Dba Toyota
- EIN
- 95-2454633
- Plan number
- 001
- Location
- San Bernardino, CA
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,296,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,296,043
- Participant contributions
- $1,371,331
- Total income / additions
- $2,630,401
- Benefits paid
- $616,025
- Administrative expenses
- $61,014
- Total expenses
- $717,100
- Net increase / (decrease)
- $1,913,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $43,409 | $0 |
| Intelligence Driven Advisers, LLC | INVESTMENT/FINANCIAL ADVI | $17,604 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |