Bbb Automotive 401(K) Plan — Form 5500 plan (Bbb Automotive, 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, Bbb Automotive 401(K) Plan is a benefit plan reported by Bbb Automotive, LLC under EIN 85-2917092 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $2,136,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bbb Automotive, LLC
- EIN
- 85-2917092
- Plan number
- 001
- Plan type
- 2
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $2,136,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240731090218NAL0021976513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,136,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,136,008
- Net assets (BOY)
- $1,389,993
Income & contributions
- Employer contributions
- $373,983
- Participant contributions
- $301,223
- Total contributions
- $687,882
- Total income / additions
- $896,604
Expenses & distributions
- Benefits paid
- $131,676
- Administrative expenses
- $18,913
- Total expenses
- $150,589
- Net increase / (decrease)
- $746,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co. | RECORDKEEPER | $10,363 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY PLAN | $5,848 | not reported in the loaded dataset | 2023 |
| Uniglobal Pension Planning, Inc. | TPA | $1,500 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bbb Automotive, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Costa Mesa, CA
- Transamerica Life Insurance Co. — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Uniglobal Pension Planning, Inc. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation