Toyota Of Olympia Retirement Plan — Form 5500 plan (Rotter'S Inc. Dba Toyota Of Olympia)
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, Toyota Of Olympia Retirement Plan is a benefit plan reported by Rotter'S Inc. Dba Toyota Of Olympia under EIN 30-0059055 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $5,193,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rotter'S Inc. Dba Toyota Of Olympia
- EIN
- 30-0059055
- Plan number
- 001
- Plan type
- 2
- Location
- Tumwater, WA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $5,193,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241011153311NAL0011129987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,193,881
- Total liabilities (EOY)
- $7,425
- Net assets (EOY)
- $5,186,456
- Net assets (BOY)
- $3,874,278
Income & contributions
- Employer contributions
- $152,644
- Participant contributions
- $542,650
- Total contributions
- $831,093
- Total income / additions
- $1,538,109
Expenses & distributions
- Benefits paid
- $207,938
- Administrative expenses
- $9,774
- Total expenses
- $225,931
- Net increase / (decrease)
- $1,312,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Serv | OTHER SERVICES | $0 | $12,415 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,637 | $0 | 2023 |
| Definiti, LLC | CONTRACT ADMINISTRATOR | $3,150 | $2,069 | 2023 |
| Willshire Associates Inc | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rotter'S Inc. Dba Toyota Of Olympia
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tumwater, WA
- Northwestern Mutual Investment Serv — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Definiti, LLC — Schedule C compensation
- Willshire Associates Inc — Schedule C compensation