Woltz & Wind Ford, Inc. And Washington Ford, Inc. Retirement Plan — Form 5500 plan (Woltz & Wind 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, Woltz & Wind Ford, Inc. And Washington Ford, Inc. Retirement Plan is a benefit plan reported by Woltz & Wind Ford, Inc. under EIN 25-1353793 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $10,797,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woltz & Wind Ford, Inc.
EIN
25-1353793
Plan number
001
Plan type
2
Location
Heidelberg, PA
Latest filing year
2023
Participants
305
End-of-year plan assets
$10,797,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241015115505NAL0014542259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,797,000
Total liabilities (EOY)
$0
Net assets (EOY)
$10,797,000
Net assets (BOY)
$9,852,469

Income & contributions

Employer contributions
$500,000
Participant contributions
$99,917
Total contributions
$599,917
Total income / additions
$1,374,572

Expenses & distributions

Benefits paid
$381,934
Administrative expenses
$48,107
Total expenses
$430,041
Net increase / (decrease)
$944,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$48,107$02023

Related Form 5500 pages