Plan5500

Jack Madden Ford Sales, Inc. Retirement Plan — Form 5500 plan (Jack Madden Ford Sales, Inc.)

Plain-English plan 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, Jack Madden Ford Sales, Inc. Retirement Plan is a benefit plan reported by Jack Madden Ford Sales, Inc. under EIN 04-2175373 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $8,115,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack Madden Ford Sales, Inc.
EIN
04-2175373
Plan number
001
Plan type
2
Location
Norwood, MA
Latest filing year
2023
Participants
173
End-of-year plan assets
$8,115,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241002143842NAL0008457345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,115,437
Total liabilities (EOY)
$0
Net assets (EOY)
$8,115,437
Net assets (BOY)
$6,786,081

Income & contributions

Employer contributions
$132,445
Participant contributions
$790,491
Total contributions
$933,804
Total income / additions
$1,965,556

Expenses & distributions

Benefits paid
$548,233
Administrative expenses
$42,391
Total expenses
$636,200
Net increase / (decrease)
$1,329,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,091not reported in the loaded dataset2023
Pinnacle Pension Consultants LLCADVISOR$11,400not reported in the loaded dataset2023
Withumsmith+Brown, PcACCOUNTANT/AUDITOR$9,900not reported in the loaded dataset2023

Related Form 5500 pages