Stead Automotive Group #1 401(K) Plan — Form 5500 plan (Walnut Creek Ford, 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, Stead Automotive Group #1 401(K) Plan is a benefit plan reported by Walnut Creek Ford, Inc. under EIN 68-0193997 and plan number 002. The latest loaded filing year is 2023. The filing reports 448 participants and $20,195,377 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.2MPlan net assets, end of year$20,195,377
Participants448Covered participants reported
Assets / participant$45.1KComputed: assets ÷ participants$45,079 (computed)
Provider compensation$60.4K3 Schedule C provider row(s)$60,368
Plan sponsor
Walnut Creek Ford, Inc.
EIN
68-0193997
Plan number
002
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    448 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$243.7K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$20,195,377
Total liabilities (EOY)
$0
Net assets (EOY)
$20,195,377
Net assets (BOY)
$18,005,538

Income & contributions

Employer contributions
$243,660
Participant contributions
$1,416,922
Total contributions
$1,660,582
Total income / additions
$4,088,721

Expenses & distributions

Benefits paid
$1,838,515
Administrative expenses
$60,367
Total expenses
$1,898,882
Net increase / (decrease)
$2,189,839
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $27.6K
  2. 2
    NONE · Direct $23K
  3. 3
    INVESTMENT COMPANY · Direct $9.8K · Indirect $0

Related Form 5500 pages