Santa Margarita Ford 401(K) Profit Sharing Plan — Form 5500 plan (Santa Margarita Ford)
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, Santa Margarita Ford 401(K) Profit Sharing Plan is a benefit plan reported by Santa Margarita Ford under EIN 95-4019104 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $11,769,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Margarita Ford
- EIN
- 95-4019104
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Santa Margarita, CA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $11,769,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240801135633NAL0023757297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,769,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,769,977
- Net assets (BOY)
- $9,219,315
Income & contributions
- Employer contributions
- $142,107
- Participant contributions
- $1,091,229
- Total contributions
- $1,327,995
- Total income / additions
- $2,707,075
Expenses & distributions
- Benefits paid
- $135,791
- Administrative expenses
- $7,178
- Total expenses
- $156,413
- Net increase / (decrease)
- $2,550,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $4,740 | $0 | 2023 |