2023 Form 5500 filing — Don Sanderson Ford, Inc. 401(K) Plan
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 20240916105143NAL0001422977001) for Don Sanderson Ford, Inc. 401(K) Plan, reported by Don Sanderson Ford, Inc. under EIN 86-0123699 and plan number 002. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916105143NAL0001422977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Sanderson Ford, Inc.
- EIN
- 86-0123699
- Plan number
- 002
- Location
- Glendale, AZ
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,473,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,473,410
- Employer contributions
- $266,363
- Participant contributions
- $2,132,390
- Total income / additions
- $4,857,445
- Benefits paid
- $1,457,352
- Administrative expenses
- $92,899
- Total expenses
- $1,562,389
- Net increase / (decrease)
- $3,295,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,862 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $40,278 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,760 | not reported in the loaded dataset |