Original filing (PDF)20241004111635NAL0022562482001

MICHAEL STEAD PORSCHE

Name: MICHAEL STEAD PORSCHE — STEAD AUTOMOTIVE GROUP #2 401K PLAN, Form 5500 (2023)
Creator: MICHAEL STEAD PORSCHE

Form 5500-SF

FILING_RECEIVED

STEAD AUTOMOTIVE GROUP #2 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL STEAD PORSCHE.

Plan sponsor

Name

MICHAEL STEAD PORSCHE

EIN

94-1718920

Address

MICHAEL STEAD CADILLAC · 2390 N MAIN STREET · WALNUT CREEK, CA · 94596

Phone

(925) 934-9300

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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