Santa Barbara Auto Group 401(K) Plan — Form 5500 plan (Sb Automotive, Lllp Dba Santa Barbara Auto Group)
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, Santa Barbara Auto Group 401(K) Plan is a benefit plan reported by Sb Automotive, Lllp Dba Santa Barbara Auto Group under EIN 20-0772500 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $9,004,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sb Automotive, Lllp Dba Santa Barbara Auto Group
- EIN
- 20-0772500
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $9,004,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241010131437NAL0035772576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,004,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,004,113
- Net assets (BOY)
- $7,353,878
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $735,542
- Total contributions
- $770,661
- Total income / additions
- $2,024,730
Expenses & distributions
- Benefits paid
- $210,746
- Administrative expenses
- $118,703
- Total expenses
- $374,495
- Net increase / (decrease)
- $1,650,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,379 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $41,404 | not reported in the loaded dataset | 2023 |
| Bartlett Pringle & Wolf Llp | AUDITOR | $6,920 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sb Automotive, Lllp Dba Santa Barbara Auto Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Bartlett Pringle & Wolf Llp — Schedule C compensation