Toyota & Honda Of Santa Maria 401(K) Plan & Trust — Form 5500 plan (Toyota Of Santa Maria)
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, Toyota & Honda Of Santa Maria 401(K) Plan & Trust is a benefit plan reported by Toyota Of Santa Maria under EIN 95-2089293 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $12,369,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Of Santa Maria
- EIN
- 95-2089293
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Maria, CA
- Latest filing year
- 2023
- Participants
- 312
- End-of-year plan assets
- $12,369,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240712072553NAL0026335312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,369,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,369,696
- Net assets (BOY)
- $9,859,597
Income & contributions
- Employer contributions
- $127,606
- Participant contributions
- $1,123,806
- Total contributions
- $1,276,055
- Total income / additions
- $3,117,800
Expenses & distributions
- Benefits paid
- $526,309
- Administrative expenses
- $73,783
- Total expenses
- $607,701
- Net increase / (decrease)
- $2,510,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $33,897 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $26,386 | not reported in the loaded dataset | 2023 |
| Caliber Audit & Attest | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Of Santa Maria
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Maria, CA
- Captrust Investment Advisors — Schedule C compensation
- Milliman — Schedule C compensation
- Caliber Audit & Attest — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation