2023 Form 5500 filing — Stead Automotive Group #1 401(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 20241013140512NAL0025887089001) for Stead Automotive Group #1 401(K) Plan, reported by Walnut Creek Ford, Inc. under EIN 68-0193997 and plan number 002. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.2MReported net assets$20,195,377
Participants448
Provider compensation$60.4K3 Schedule C row(s)$60,368
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013140512NAL0025887089001
Plan sponsor
Walnut Creek Ford, Inc.
EIN
68-0193997
Plan number
002
Location
Walnut Creek, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$243.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$20,195,377
Total liabilities (EOY)
$0
Net assets (EOY)
$20,195,377
Employer contributions
$243,660
Participant contributions
$1,416,922
Total income / additions
$4,088,721
Benefits paid
$1,838,515
Administrative expenses
$60,367
Total expenses
$1,898,882
Net increase / (decrease)
$2,189,839
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $27.6K
  2. 2
    NONE · Direct $23K
  3. 3
    INVESTMENT COMPANY · Direct $9.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013140512NAL0025887089001 cover?
It is the 2023 Form 5500 filing for Stead Automotive Group #1 401(K) Plan, reported by Walnut Creek Ford, Inc. (EIN 68-0193997).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages