Van Bortel Ford, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Van Bortel Ford, Inc. (EIN 16-1609363) is a plan sponsor located in East Rochester, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1609363
Location
East Rochester, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Van Bortel Ford, Inc.

  • 2 loaded plans hold $6M in reported assets.
  • The largest, Van Bortel Ford, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 363 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$6,034,843
Total reported assets$6M$6,040,967
Total reported participants363
Total reported liabilities$6.1K$6,124

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities$6.1K
Contributions & income
Employer contributions$49.6K
Participant contributions$453.3K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$774.2K
Total expenses$800.8K
Net increase / (decrease)$633.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Van Bortel Ford, Inc. 401(K) Profit Sharing Plan
Participants per plan182Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 203 participants · 2023
  2. 2
    Van Bortel Ford, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 160 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Van Bortel Ford, Inc.. Open one for its full reported snapshot.

  1. 2023
    Van Bortel Ford, Inc. 401(K) Profit Sharing Plan203 participants · 2Sch HSch C
    View filing →
  2. 2023
    Van Bortel Ford, Inc. Welfare Benefit Plan160 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Van Bortel Ford, Inc. report on Form 5500?
Van Bortel Ford, Inc. (EIN 16-1609363) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Van Bortel Ford, Inc.?
The Employer Identification Number (EIN) reported for Van Bortel Ford, Inc. is 16-1609363.
What is the latest Form 5500 filing year for Van Bortel Ford, Inc.?
The latest loaded Form 5500 filing year for Van Bortel Ford, Inc. is 2023.

Related Form 5500 pages