Del Grande Dealer Group 401k Plan — Form 5500 plan (Del Grande Dealer 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, Del Grande Dealer Group 401k Plan is a benefit plan reported by Del Grande Dealer Group under EIN 77-0507523 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,280 participants and $37,857,411 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37.9MPlan net assets, end of year$37,857,411
Participants1.3KCovered participants reported1,280
Assets / participant$29.6KComputed: assets ÷ participants$29,576 (computed)
Provider compensation$159.4K3 Schedule C provider row(s)$159,429
- Plan sponsor
- Del Grande Dealer Group
- EIN
- 77-0507523
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,280 | H, C | 20241011154915NAL0039361904001 |
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)$37.9M total assets
Net assets$37.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $37,857,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,857,411
- Net assets (BOY)
- $28,492,171
Income & contributions
- Employer contributions
- $923,759
- Participant contributions
- $5,260,195
- Total contributions
- $6,364,431
- Total income / additions
- $12,012,709
Expenses & distributions
- Benefits paid
- $2,480,922
- Administrative expenses
- $159,429
- Total expenses
- $2,647,469
- Net increase / (decrease)
- $9,365,240
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.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $117,593 | $0 | 2023 |
| Silicon Valley Retirement Services | ADVISOR | $23,961 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | ACCOUNTANT/AUDITOR | $17,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Del Grande Dealer Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Fidelity Investments Institutional — Schedule C compensation
- Silicon Valley Retirement Services — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation