2023 Form 5500 filing — Kerry Ford Inc. Employee Savings & Retirement 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 20241011123117NAL0021854449001) for Kerry Ford Inc. Employee Savings & Retirement Plan, reported by Kerry Ford Inc under EIN 31-0729115 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123117NAL0021854449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerry Ford Inc
- EIN
- 31-0729115
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,274,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,274,018
- Employer contributions
- $8,411
- Participant contributions
- $1,336,179
- Total income / additions
- $3,301,060
- Benefits paid
- $596,324
- Administrative expenses
- $36,474
- Total expenses
- $637,312
- Net increase / (decrease)
- $2,663,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Securities Inc. | INVESTMENT/FINANCIAL ADVI | $27,912 | $0 |
| Adp, Inc. | RECORD KEEPER | $8,562 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |