The Ford Store Morgan Hill 401(K) Plan & Trust — Form 5500 plan (The Ford Store Morgan Hill)
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, The Ford Store Morgan Hill 401(K) Plan & Trust is a benefit plan reported by The Ford Store Morgan Hill under EIN 05-0610121 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $2,630,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ford Store Morgan Hill
- EIN
- 05-0610121
- Plan number
- 001
- Plan type
- 2
- Location
- Morgan Hill, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $2,630,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241014105612NAL0014800499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,630,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,630,822
- Net assets (BOY)
- $1,965,743
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $548,393
- Total contributions
- $548,393
- Total income / additions
- $856,980
Expenses & distributions
- Benefits paid
- $155,886
- Administrative expenses
- $23,342
- Total expenses
- $191,901
- Net increase / (decrease)
- $665,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Investment Advisors L | INVESTMENT ADVISOR | $11,192 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,567 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Ford Store Morgan Hill
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Morgan Hill, CA
- Prime Capital Investment Advisors L — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation