2023 Form 5500 filing — Vista Ford Employee Savings/Retirement 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 20241008092614NAL0009503539001) for Vista Ford Employee Savings/Retirement Plan, reported by Vista Ford Inc. under EIN 95-2871788 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092614NAL0009503539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vista Ford Inc.
- EIN
- 95-2871788
- Plan number
- 002
- Location
- Woodland Hills, CA
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,879,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,879,136
- Employer contributions
- $29,968
- Participant contributions
- $318,530
- Total income / additions
- $1,861,656
- Benefits paid
- $1,982,279
- Administrative expenses
- $66,591
- Total expenses
- $2,054,512
- Net increase / (decrease)
- -$192,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,224 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $0 | $29,230 |