2023 Form 5500 filing — Beau Townsend 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 20241009090045NAL0037311266001) for Beau Townsend Ford, Inc. 401(K) Plan, reported by Beau Townsend Ford, Inc. under EIN 31-0876107 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090045NAL0037311266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beau Townsend Ford, Inc.
- EIN
- 31-0876107
- Plan number
- 001
- Location
- Vandalia, OH
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,054,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,054,712
- Employer contributions
- $50,000
- Participant contributions
- $619,500
- Total income / additions
- $1,868,530
- Benefits paid
- $361,079
- Administrative expenses
- $71,971
- Total expenses
- $433,050
- Net increase / (decrease)
- $1,435,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $69,451 | $18,189 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $0 | $20,412 |
| Trinity Pension Consultants | TPA | $2,520 | not reported in the loaded dataset |