Ed Stivers Ford, Inc. 401(K) Plan — Form 5500 plan (Ed Stivers Ford, 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, Ed Stivers Ford, Inc. 401(K) Plan is a benefit plan reported by Ed Stivers Ford, Inc. under EIN 13-4310141 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $5,809,499 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ed Stivers Ford, Inc.
EIN
13-4310141
Plan number
001
Plan type
2
Location
Waukee, IA
Latest filing year
2023
Participants
140
End-of-year plan assets
$5,809,499

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20241007064326NAL0008697491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,809,499
Total liabilities (EOY)
$0
Net assets (EOY)
$5,809,499
Net assets (BOY)
$4,714,194

Income & contributions

Employer contributions
$21,274
Participant contributions
$612,052
Total contributions
$639,416
Total income / additions
$1,406,038

Expenses & distributions

Benefits paid
$268,749
Administrative expenses
$37,388
Total expenses
$315,003
Net increase / (decrease)
$1,091,035

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT/FINANCIAL ADVI$35,594$02023
Adp, Inc.RECORD KEEPER$1,794$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages