Toyota Of Orange 401(K) Plan And Trust — Form 5500 plan (Toyota Of Orange, 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, Toyota Of Orange 401(K) Plan And Trust is a benefit plan reported by Toyota Of Orange, Inc. under EIN 95-2746122 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,109 participants and $125,728,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Toyota Of Orange, Inc.
- EIN
- 95-2746122
- Plan number
- 002
- Plan type
- 3
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 2,109
- End-of-year plan assets
- $125,728,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,109 | H, C | 20241009122319NAL0031132160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,728,894
- Total liabilities (EOY)
- $27,070
- Net assets (EOY)
- $125,701,824
- Net assets (BOY)
- $101,975,684
Income & contributions
- Employer contributions
- $2,310,033
- Participant contributions
- $9,618,811
- Total contributions
- $12,286,155
- Total income / additions
- $29,822,134
Expenses & distributions
- Benefits paid
- $5,770,525
- Administrative expenses
- $185,882
- Total expenses
- $6,095,994
- Net increase / (decrease)
- $23,726,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $74,477 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $68,673 | $0 | 2023 |
| Administrative Fiduciary Services | OTHER | $28,362 | not reported in the loaded dataset | 2023 |
| Lance Soll & Lunghard Llp | AUDITOR | $13,570 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Toyota Of Orange, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Administrative Fiduciary Services — Schedule C compensation
- Lance Soll & Lunghard Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation