2023 Form 5500 filing — Sheridan Auto Group 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 20241015085252NAL0056686146001) for Sheridan Auto Group 401(K) Plan, reported by Future Ford Sales, Inc. Dba Sheridan Ford Sales under EIN 51-0109253 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085252NAL0056686146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Future Ford Sales, Inc. Dba Sheridan Ford Sales
- EIN
- 51-0109253
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,309,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,309,135
- Employer contributions
- $133,491
- Participant contributions
- $391,944
- Total income / additions
- $1,800,632
- Benefits paid
- $589,954
- Administrative expenses
- $37,030
- Total expenses
- $625,550
- Net increase / (decrease)
- $1,175,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Advisors LLC | INVESTMENT ADVISOR | $26,273 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,896 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,861 | not reported in the loaded dataset |