Bull Valley Ford-Mercury, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Bull Valley Ford-Mercury, 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, Bull Valley Ford-Mercury, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Bull Valley Ford-Mercury, Inc. under EIN 20-8788401 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $1,348,384 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3MPlan net assets, end of year$1,348,384
Participants49Covered participants reported
Assets / participant$27.5KComputed: assets ÷ participants$27,518 (computed)
Provider compensationNone reported
Plan sponsor
Bull Valley Ford-Mercury, Inc.
EIN
20-8788401
Plan number
001
Plan type
2
Location
Woodstock, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202349I20240506125227NAL0023498115001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$409.5K
Total expenses$7K
Benefits paid / distributions$2K
Contributions
Employer$27.6K
Participant$136.7K
Full reported line items

Net assets

Total assets (EOY)
$1,348,384
Total liabilities (EOY)
$0
Net assets (EOY)
$1,348,384
Net assets (BOY)
$945,883

Income & contributions

Employer contributions
$27,623
Participant contributions
$136,741
Total income / additions
$409,491

Expenses & distributions

Benefits paid
$1,990
Administrative expenses
$5,000
Total expenses
$6,990
Net increase / (decrease)
$402,501
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages