Circle Automotive Group, Inc. 401(K) Plan — Form 5500 plan (Circle Automotive Group, 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, Circle Automotive Group, Inc. 401(K) Plan is a benefit plan reported by Circle Automotive Group, Inc. under EIN 95-4716497 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $5,472,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Circle Automotive Group, Inc.
EIN
95-4716497
Plan number
001
Plan type
2
Location
Santa Ana, CA
Latest filing year
2023
Participants
246
End-of-year plan assets
$5,472,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241011160248NAL0023175361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,472,346
Total liabilities (EOY)
$0
Net assets (EOY)
$5,472,346
Net assets (BOY)
$6,837,488

Income & contributions

Participant contributions
$263,113
Total contributions
$263,113
Total income / additions
$1,093,444

Expenses & distributions

Benefits paid
$2,383,666
Administrative expenses
$31,663
Total expenses
$2,458,586
Net increase / (decrease)
-$1,365,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jason A Prattes Financial Inc.INVESTMENT/FINANCIAL ADVI$29,143$02023
Adp, Inc.RECORD KEEPER$2,520$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages