Boardwalk Auto Center, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Boardwalk Auto Center, 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, Boardwalk Auto Center, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Boardwalk Auto Center, Inc. under EIN 94-2638147 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $7,536,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boardwalk Auto Center, Inc.
- EIN
- 94-2638147
- Plan number
- 001
- Plan type
- 2
- Location
- Redwood City, CA
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $7,536,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | H, C | 20241015132131NAL0049590528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,536,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,536,804
- Net assets (BOY)
- $9,375,959
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $327,589
- Total contributions
- $327,589
- Total income / additions
- $1,605,668
Expenses & distributions
- Benefits paid
- $3,431,404
- Administrative expenses
- $10,594
- Total expenses
- $3,444,823
- Net increase / (decrease)
- -$1,839,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,463 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $6,329 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $2,168 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boardwalk Auto Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redwood City, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation