2023 Form 5500 filing — Stevens Ford Inc 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724120319NAL0027283218001) for Stevens Ford Inc 401(K) Profit Sharing Plan & Trust, reported by Stevens Ford Inc. under EIN 06-0645766 and plan number 001. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,950,293
Participants80
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724120319NAL0027283218001
Plan sponsor
Stevens Ford Inc.
EIN
06-0645766
Plan number
001
Location
Milford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$193.1K
Total expenses$91.9K
Benefits paid / distributions$80.9K
Contributions
Employer$4.2K
Participant$60.5K
Full reported line items
Total assets (EOY)
$1,950,293
Total liabilities (EOY)
$0
Net assets (EOY)
$1,950,293
Employer contributions
$4,206
Participant contributions
$60,545
Total income / additions
$193,149
Benefits paid
$80,889
Administrative expenses
$11,052
Total expenses
$91,941
Net increase / (decrease)
$101,208

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724120319NAL0027283218001 cover?
It is the 2023 Form 5500 filing for Stevens Ford Inc 401(K) Profit Sharing Plan & Trust, reported by Stevens Ford Inc. (EIN 06-0645766).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages