Plan5500

Beverly Hills Porsche And Santa Monica Audi 401(K) Plan — Form 5500 plan (Cranbrook Partner, 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, Beverly Hills Porsche And Santa Monica Audi 401(K) Plan is a benefit plan reported by Cranbrook Partner, Inc. under EIN 95-4341754 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $8,553,047 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cranbrook Partner, Inc.
EIN
95-4341754
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
326
End-of-year plan assets
$8,553,047

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20241008154029NAL0016964401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,553,047
Total liabilities (EOY)
$0
Net assets (EOY)
$8,553,047
Net assets (BOY)
$6,717,738

Income & contributions

Employer contributions
$0
Participant contributions
$588,286
Total contributions
$588,286
Total income / additions
$1,926,265

Expenses & distributions

Benefits paid
$90,106
Administrative expenses
$850
Total expenses
$90,956
Net increase / (decrease)
$1,835,309

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$850$02023
Schwab, Inc.BROKERAGE SERVICES$0$02023

Related Form 5500 pages