San Tan Ford 401(K) — Form 5500 plan (San Tan Auto Partners, LLC)
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, San Tan Ford 401(K) is a benefit plan reported by San Tan Auto Partners, LLC under EIN 20-3289308 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $5,591,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Tan Auto Partners, LLC
- EIN
- 20-3289308
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $5,591,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241015153125NAL0058454434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,591,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,591,324
- Net assets (BOY)
- $5,018,536
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $899,420
- Total contributions
- $1,098,226
- Total income / additions
- $1,938,828
Expenses & distributions
- Benefits paid
- $1,342,139
- Administrative expenses
- $23,901
- Total expenses
- $1,366,040
- Net increase / (decrease)
- $572,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intellicents Investment Solutions | INVESTMENT ADVISOR | $12,741 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings | CONTRACT ADMIN | $8,431 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,953 | $0 | 2023 |
| John Hancock Life Insurance Comp | RECORDKEEPER | $25 | $1,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Tan Auto Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Intellicents Investment Solutions — Schedule C compensation
- Ascensus Holdings — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- John Hancock Life Insurance Comp — Schedule C compensation