2023 Form 5500 filing — Beach Ford, Inc. Retirement Savings Plan And 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 20241001110808NAL0006979809001) for Beach Ford, Inc. Retirement Savings Plan And Trust, reported by Beach Ford, Inc. under EIN 54-0594427 and plan number 001. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001110808NAL0006979809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beach Ford, Inc.
- EIN
- 54-0594427
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 315
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,912,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,912,133
- Employer contributions
- $64,383
- Participant contributions
- $653,706
- Total income / additions
- $3,781,825
- Benefits paid
- $546,557
- Administrative expenses
- $28,757
- Total expenses
- $625,371
- Net increase / (decrease)
- $3,156,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,450 | $0 |
| Charles W Snader Pc | AUDITOR | $7,250 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 |