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SOUTH BAY AUTOHAUS 401(K) PLAN 401k Plan overview

Plan NameSOUTH BAY AUTOHAUS 401(K) PLAN
Plan identification number 001

SOUTH BAY AUTOHAUS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRI-STAR, INC. DBA SOUTH BAY AUT has sponsored the creation of one or more 401k plans.

Company Name:TRI-STAR, INC. DBA SOUTH BAY AUT
Employer identification number (EIN):330629343
NAIC Classification:811110
NAIC Description: Automotive Mechanical and Electrical Repair and Maintenance

Additional information about TRI-STAR, INC. DBA SOUTH BAY AUT

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0945866

More information about TRI-STAR, INC. DBA SOUTH BAY AUT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY AUTOHAUS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-08-09
0012022-01-01MARIA LEON2023-02-07
0012021-01-01
0012021-01-01MARIA LEON2022-02-05
0012020-01-01MARIA LEON2021-02-24
0012019-01-01MARIA LEON2020-03-22
0012018-01-01MARIA LEON2019-03-18
0012017-01-01MARIA LEON2018-03-03
0012016-01-01MARIA LEON2017-07-18
0012015-01-01RICHARD STAFFORD2016-06-08 RICHARD STAFFORD2016-06-08
0012014-01-01RICHARD STAFFORD2015-06-21 RICHARD STAFFORD2015-06-21
0012013-01-01RICHARD STAFFORD2014-05-18 RICHARD STAFFORD2014-05-18
0012012-01-01RICHARD STAFFORD2013-05-28 RICHARD STAFFORD2013-05-28
0012011-01-01RICHARD STAFFORD2012-05-31
0012010-01-01RICHARD STAFFORD2011-06-14 RICHARD STAFFORD2011-06-14

Plan Statistics for SOUTH BAY AUTOHAUS 401(K) PLAN

401k plan membership statisitcs for SOUTH BAY AUTOHAUS 401(K) PLAN

Measure Date Value
2025: SOUTH BAY AUTOHAUS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-109
Total number of particpants at end of year2025-06-109
Number of Participants With Account Balances2025-06-106
2024: SOUTH BAY AUTOHAUS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-095
Total number of particpants at end of year2024-08-096
Number of Participants With Account Balances2024-08-096

Financial Data on SOUTH BAY AUTOHAUS 401(K) PLAN

Measure Date Value
2025 : SOUTH BAY AUTOHAUS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-10184210
Net assets as of the end of the plan year2025-06-101109845
Total assets as of the beginning of the plan year2025-06-101126947
Value of plan covered by a fidelity bond2025-06-10113000
Participant contributions to plan in this plan year2025-06-1042108
Value of participant loans at end of plan year2025-06-1035571
Other income to plan in this plan year2025-06-1098510
Plan net income in this plan year2025-06-10-17102
Net assets as of the end of the plan year2025-06-101109845
Net assets as of the beginning of the plan year2025-06-101126947
Employer contributions to plan in this plan year2025-06-1026490
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-108143
2024 : SOUTH BAY AUTOHAUS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-094828
Net assets as of the end of the plan year2024-08-091126947
Total assets as of the beginning of the plan year2024-08-09962902
Value of plan covered by a fidelity bond2024-08-0997000
Participant contributions to plan in this plan year2024-08-0936768
Value of participant loans at end of plan year2024-08-0944307
Other income to plan in this plan year2024-08-09111306
Plan net income in this plan year2024-08-09164045
Net assets as of the end of the plan year2024-08-091126947
Net assets as of the beginning of the plan year2024-08-09962902
Employer contributions to plan in this plan year2024-08-0920799
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-094828

Potentially related plans

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