Ciocca Ford Of Quakertown 401(K) Plan — Form 5500 plan (Ciocca Ford Of Quakertown 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, Ciocca Ford Of Quakertown 401(K) Plan is a benefit plan reported by Ciocca Ford Of Quakertown Inc under EIN 23-2715152 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,347 participants and $40,841,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ciocca Ford Of Quakertown Inc
EIN
23-2715152
Plan number
001
Plan type
2
Location
Allentown, PA
Latest filing year
2023
Participants
1,347
End-of-year plan assets
$40,841,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,347H, C20241008104449NAL0009561283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,841,705
Total liabilities (EOY)
$0
Net assets (EOY)
$40,841,705
Net assets (BOY)
$28,998,201

Income & contributions

Employer contributions
$1,714,559
Participant contributions
$5,572,763
Total contributions
$9,094,744
Total income / additions
$14,989,777

Expenses & distributions

Benefits paid
$3,108,830
Administrative expenses
$42,856
Total expenses
$3,178,897
Net increase / (decrease)
$11,810,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boyer & Ritter LLCACCOUNTANT/AUDITOR$21,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,811$02023
Strategic Advisors, Inc.ADVISOR$5,045not reported in the loaded dataset2023

Related Form 5500 pages