2023 Form 5500 filing — Kaizen 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 20241015182829NAL0050889504001) for Kaizen Auto Group 401(K) Plan, reported by Kaizen Resources, Inc. under EIN 82-2474379 and plan number 001. It reports 398 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)$1.8MReported net assets$1,750,035
Participants398
Provider compensation$9.6K3 Schedule C row(s)$9,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015182829NAL0050889504001
Plan sponsor
Kaizen Resources, Inc.
EIN
82-2474379
Plan number
001
Location
El Centro, 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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$825.6K
Total expenses$887.2K
Benefits paid / distributions$874.6K
Contributions
Employer$0
Participant$488.2K
Full reported line items
Total assets (EOY)
$1,750,035
Total liabilities (EOY)
$0
Net assets (EOY)
$1,750,035
Employer contributions
$0
Participant contributions
$488,176
Total income / additions
$825,599
Benefits paid
$874,638
Administrative expenses
$12,515
Total expenses
$887,153
Net increase / (decrease)
-$61,554
Schedule C

Reported service provider compensation

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

  1. 1
    THIRD PARTY ADMINISTRATO · Direct $7.4K
  2. 2
    ADVISOR · Direct $1.7K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $506 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015182829NAL0050889504001 cover?
It is the 2023 Form 5500 filing for Kaizen Auto Group 401(K) Plan, reported by Kaizen Resources, Inc. (EIN 82-2474379).
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