2023 Form 5500 filing — Bartow Ford Co. 401(K) 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 20250103094043NAL0005850672001) for Bartow Ford Co. 401(K) Retirement Plan, reported by Bartow Ford Co. under EIN 59-0687878 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103094043NAL0005850672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bartow Ford Co.
- EIN
- 59-0687878
- Plan number
- 003
- Location
- Bartow, FL
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,926,545
- Total liabilities (EOY)
- $48
- Net assets (EOY)
- $13,926,497
- Employer contributions
- $183,005
- Participant contributions
- $1,472,888
- Total income / additions
- $3,521,113
- Benefits paid
- $667,145
- Administrative expenses
- $22,348
- Total expenses
- $690,210
- Net increase / (decrease)
- $2,830,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,223 | $0 |