2023 Form 5500 filing — Surf City Auto Group 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 20241014164513NAL0026744529001) for Surf City Auto Group 401(K) Plan, reported by Surf City Auto Group, Inc. under EIN 95-3834819 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164513NAL0026744529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surf City Auto Group, Inc.
- EIN
- 95-3834819
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,211,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,211,180
- Participant contributions
- $647,288
- Total income / additions
- $1,348,927
- Benefits paid
- $567,462
- Administrative expenses
- $85,823
- Total expenses
- $653,285
- Net increase / (decrease)
- $695,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Map Retirement Usa LLC | CONTRACT ADMIN | $44,028 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORD KEEPER | $21,870 | $0 |
| Cliftonlarsonallen Wa LLC | INVESTMENT ADVISOR | $18,623 | not reported in the loaded dataset |