2023 Form 5500 filing — Oceanside Auto Country, Inc. 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 20241011015010NAL0012067667001) for Oceanside Auto Country, Inc. Profit Sharing 401(K) Plan, reported by Toyota Carlsbad under EIN 95-2755513 and plan number 003. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011015010NAL0012067667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Toyota Carlsbad
- EIN
- 95-2755513
- Plan number
- 003
- Location
- Carlsbad, CA
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,128,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,128,246
- Employer contributions
- $660,044
- Participant contributions
- $3,799,840
- Total income / additions
- $10,691,599
- Benefits paid
- $3,489,559
- Administrative expenses
- $138,117
- Total expenses
- $3,627,676
- Net increase / (decrease)
- $7,063,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $138,117 | $0 |
| Securities America Advisors | INVESTMENT ADVISORY | $0 | $38,273 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |