Addis Automotive Group, Inc. 401(K) Plan — Form 5500 plan (Addis Automotive Group, 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, Addis Automotive Group, Inc. 401(K) Plan is a benefit plan reported by Addis Automotive Group, Inc. under EIN 92-0768954 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $5,305,622 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,305,622
Participants133Covered participants reported
Assets / participant$39.9KComputed: assets ÷ participants$39,892 (computed)
Provider compensation$12.7K1 Schedule C provider row(s)$12,716
- Plan sponsor
- Addis Automotive Group, Inc.
- EIN
- 92-0768954
- Plan number
- 001
- Plan type
- 2
- Location
- Valencia, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015161039NAL0015051043001 |
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,305,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,305,622
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $107,448
- Participant contributions
- $481,639
- Total contributions
- $4,785,145
- Total income / additions
- $5,338,555
Expenses & distributions
- Benefits paid
- $16,469
- Administrative expenses
- $16,449
- Total expenses
- $32,933
- Net increase / (decrease)
- $5,305,622
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,716 | $0 | 2023 |