2023 Form 5500 filing — Dorsch Ford 401(K) Profit Sharing 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 20241003101639NAL0010387553001) for Dorsch Ford 401(K) Profit Sharing Plan, reported by Y&D Corp Dba Dorsch Ford Lincoln Kia under EIN 39-1137195 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,206,117
Participants198
Provider compensation$43.7K3 Schedule C row(s)$43,707
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003101639NAL0010387553001
Plan sponsor
Y&D Corp Dba Dorsch Ford Lincoln Kia
EIN
39-1137195
Plan number
001
Location
Green Bay, WI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$56K
Participant$813.4K
Full reported line items
Total assets (EOY)
$8,206,117
Total liabilities (EOY)
$0
Net assets (EOY)
$8,206,117
Employer contributions
$56,019
Participant contributions
$813,391
Total income / additions
$2,263,032
Benefits paid
$1,064,037
Administrative expenses
$43,707
Total expenses
$1,114,674
Net increase / (decrease)
$1,148,358
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $26.2K
  2. 2
    ACCOUNTANT\AUDITOR · Direct $8.9K
  3. 3
    RECORDKEEPER · Direct $8.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003101639NAL0010387553001 cover?
It is the 2023 Form 5500 filing for Dorsch Ford 401(K) Profit Sharing Plan, reported by Y&D Corp Dba Dorsch Ford Lincoln Kia (EIN 39-1137195).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages