Ford Foundation Savings Plan — Form 5500 plan (Ford Foundation)
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, Ford Foundation Savings Plan is a benefit plan reported by Ford Foundation under EIN 13-1684331 and plan number 003. The latest loaded filing year is 2023. The filing reports 543 participants and $165,420,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ford Foundation
- EIN
- 13-1684331
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $165,420,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20240807151357NAL0002176899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,420,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $165,420,132
- Net assets (BOY)
- $133,329,528
Income & contributions
- Employer contributions
- $6,358,379
- Participant contributions
- $4,295,433
- Total contributions
- $12,240,574
- Total income / additions
- $38,864,972
Expenses & distributions
- Benefits paid
- $6,662,560
- Administrative expenses
- $104,125
- Total expenses
- $6,774,368
- Net increase / (decrease)
- $32,090,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Oper Co. | RECORDKEEPER | $94,527 | $0 | 2023 |
| Strategic Advisors, Inc | ADVISOR | $9,848 | not reported in the loaded dataset | 2023 |