Amc 401(K) Plan — Form 5500 plan (Halrec, Inc. Dba Stevens Creek 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, Amc 401(K) Plan is a benefit plan reported by Halrec, Inc. Dba Stevens Creek Toyota under EIN 94-1441982 and plan number 001. The latest loaded filing year is 2023. The filing reports 988 participants and $30,763,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Halrec, Inc. Dba Stevens Creek Toyota
- EIN
- 94-1441982
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 988
- End-of-year plan assets
- $30,763,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 988 | H, C | 20241001104846NAL0006627121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,763,084
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,763,084
- Net assets (BOY)
- $26,320,646
Income & contributions
- Employer contributions
- $292,910
- Participant contributions
- $2,336,749
- Total contributions
- $2,754,427
- Total income / additions
- $7,103,610
Expenses & distributions
- Benefits paid
- $2,419,042
- Administrative expenses
- $161,054
- Total expenses
- $2,661,172
- Net increase / (decrease)
- $4,442,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $64,788 | not reported in the loaded dataset | 2023 |
| Karp Capital Management | INVESTMENT ADVISOR | $64,304 | not reported in the loaded dataset | 2023 |
| Primark Benefits | CONTRACT ADMIN | $31,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Halrec, Inc. Dba Stevens Creek Toyota
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Karp Capital Management — Schedule C compensation
- Primark Benefits — Schedule C compensation