2023 Form 5500 filing — The Ford Store Morgan Hill 401(K) Plan & 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 20241014105612NAL0014800499001) for The Ford Store Morgan Hill 401(K) Plan & Trust, reported by The Ford Store Morgan Hill under EIN 05-0610121 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105612NAL0014800499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ford Store Morgan Hill
- EIN
- 05-0610121
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,630,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,630,822
- Employer contributions
- $0
- Participant contributions
- $548,393
- Total income / additions
- $856,980
- Benefits paid
- $155,886
- Administrative expenses
- $23,342
- Total expenses
- $191,901
- Net increase / (decrease)
- $665,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment Advisors L | INVESTMENT ADVISOR | $11,192 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,567 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,583 | not reported in the loaded dataset |