Plan5500

Russell & Smith 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, Russell & Smith Ford, Inc. (EIN 74-0481955) is a plan sponsor located in Houston, TX with 1 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
74-0481955
Location
Houston, TX
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 Russell & Smith Ford, Inc.

  • 2 loaded plans hold $9.4M in reported assets.
  • The largest, Russell & Smith Ford, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 443 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$9.4MSummed across loaded plans$9,391,837
Total reported assets$9.4M$9,391,837
Total reported participants443
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$109K
Participant contributions$823.1K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$763.7K

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%Russell & Smith Ford, Inc. 401(K) Plan
Participants per plan222Average 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
    Russell & Smith Ford, Inc. 401(K) Plan$9.4M
    Plan #002 · 297 participants · 2023
  2. 2
    Russell And Smith Ford, Inc. Sec 125 Plannot reported in the loaded dataset
    Plan #502 · 146 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Russell & Smith Ford, Inc.. Open one for its full reported snapshot.

  1. 2023
    Russell And Smith Ford, Inc. Sec 125 Plan146 participants · 2No schedules
    View filing →
  2. 2023
    Russell & Smith Ford, Inc. 401(K) Plan297 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Russell & Smith Ford, Inc. report on Form 5500?
Russell & Smith Ford, Inc. (EIN 74-0481955) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Russell & Smith Ford, Inc.?
The Employer Identification Number (EIN) reported for Russell & Smith Ford, Inc. is 74-0481955.
What is the latest Form 5500 filing year for Russell & Smith Ford, Inc.?
The latest loaded Form 5500 filing year for Russell & Smith Ford, Inc. is 2023.

Related Form 5500 pages