West Herr Employees' Retirement Plan — Form 5500 plan (West Herr 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, West Herr Employees' Retirement Plan is a benefit plan reported by West Herr Ford, Inc. under EIN 16-0738496 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,791 participants and $154,720,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Herr Ford, Inc.
- EIN
- 16-0738496
- Plan number
- 003
- Plan type
- 2
- Location
- Blasdell, NY
- Latest filing year
- 2023
- Participants
- 2,791
- End-of-year plan assets
- $154,720,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,791 | H, C | 20240729104638NAL0012422611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,720,911
- Total liabilities (EOY)
- $390,666
- Net assets (EOY)
- $154,330,245
- Net assets (BOY)
- $127,299,567
Income & contributions
- Employer contributions
- $1,753,892
- Participant contributions
- $12,752,538
- Total contributions
- $17,704,558
- Total income / additions
- $36,622,637
Expenses & distributions
- Benefits paid
- $9,153,204
- Administrative expenses
- $200,155
- Total expenses
- $9,591,959
- Net increase / (decrease)
- $27,030,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sandhill Investment Management | ADVISOR | $164,146 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,209 | $0 | 2023 |
| Jeffrey L. Offhaus Cpa, LLC | AUDITING | $12,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Herr Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Blasdell, NY
- Sandhill Investment Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Jeffrey L. Offhaus Cpa, LLC — Schedule C compensation