Maita Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Maita Auto 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, Maita Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Maita Auto Group under EIN 94-2619517 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $32,781,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maita Auto Group
- EIN
- 94-2619517
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $32,781,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20240927140004NAL0001306675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,781,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,781,968
- Net assets (BOY)
- $28,481,895
Income & contributions
- Employer contributions
- $90,000
- Participant contributions
- $1,844,694
- Total contributions
- $1,990,142
- Total income / additions
- $7,575,716
Expenses & distributions
- Benefits paid
- $3,149,657
- Administrative expenses
- $96,511
- Total expenses
- $3,275,643
- Net increase / (decrease)
- $4,300,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,696 | $0 | 2023 |
| Everen Securities Inc | BROKER/ADVISER | $0 | $29,005 | 2023 |
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISER | $0 | $27,769 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maita Auto Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Everen Securities Inc — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation