Ourisman Fairfax Toyota 401(K) Plan — Form 5500 plan (Ourisman Fairfax Toyota)
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, Ourisman Fairfax Toyota 401(K) Plan is a benefit plan reported by Ourisman Fairfax Toyota under EIN 54-1511693 and plan number 001. The latest loaded filing year is 2023. The filing reports 687 participants and $37,887,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ourisman Fairfax Toyota
- EIN
- 54-1511693
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $37,887,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20241009101345NAL0018997553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,887,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,887,040
- Net assets (BOY)
- $31,552,638
Income & contributions
- Employer contributions
- $370,233
- Participant contributions
- $2,241,603
- Total contributions
- $2,768,210
- Total income / additions
- $7,812,088
Expenses & distributions
- Benefits paid
- $1,305,537
- Administrative expenses
- $161,271
- Total expenses
- $1,477,686
- Net increase / (decrease)
- $6,334,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $94,255 | $0 | 2023 |
| Jackson Avenue, LLC | OTHER | $67,016 | not reported in the loaded dataset | 2023 |