Oceanside Auto Country, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Toyota Carlsbad)

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, Oceanside Auto Country, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Toyota Carlsbad under EIN 95-2755513 and plan number 003. The latest loaded filing year is 2023. The filing reports 683 participants and $49,128,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Toyota Carlsbad
EIN
95-2755513
Plan number
003
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
683
End-of-year plan assets
$49,128,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023683H, C20241011015010NAL0012067667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,128,246
Total liabilities (EOY)
$0
Net assets (EOY)
$49,128,246
Net assets (BOY)
$42,064,323

Income & contributions

Employer contributions
$660,044
Participant contributions
$3,799,840
Total contributions
$4,536,133
Total income / additions
$10,691,599

Expenses & distributions

Benefits paid
$3,489,559
Administrative expenses
$138,117
Total expenses
$3,627,676
Net increase / (decrease)
$7,063,923

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$138,117$02023
Securities America AdvisorsINVESTMENT ADVISORY$0$38,2732023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages