Steet Toyota, Inc 401(K) Plan — Form 5500 plan (Steet/Ponte, Inc.)

Plain-English plan 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, Steet Toyota, Inc 401(K) Plan is a benefit plan reported by Steet/Ponte, Inc. under EIN 16-1468681 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $18,854,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steet/Ponte, Inc.
EIN
16-1468681
Plan number
001
Plan type
2
Location
Yorkville, NY
Latest filing year
2023
Participants
247
End-of-year plan assets
$18,854,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241015075839NAL0015962835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,854,156
Net assets (EOY)
$18,854,156
Net assets (BOY)
$14,799,317

Income & contributions

Employer contributions
$580,084
Participant contributions
$1,158,315
Total contributions
$1,775,626
Total income / additions
$4,589,218

Expenses & distributions

Benefits paid
$438,519
Administrative expenses
$95,860
Total expenses
$534,379
Net increase / (decrease)
$4,054,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Ins Co Of NyRECORDKEEPER$93,773$02023
Osaic Wealth, IncBROKER/ADVISE R$0$46,5682023
Actuarial Pension Analysts, Inc.CONTRACT ADMIN$2,787$10,0002023

Related Form 5500 pages