Kerry Ford Inc. Employee Savings & Retirement Plan — Form 5500 plan (Kerry 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, Kerry Ford Inc. Employee Savings & Retirement Plan is a benefit plan reported by Kerry Ford Inc under EIN 31-0729115 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $13,274,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerry Ford Inc
- EIN
- 31-0729115
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $13,274,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20241011123117NAL0021854449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,274,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,274,018
- Net assets (BOY)
- $10,610,270
Income & contributions
- Employer contributions
- $8,411
- Participant contributions
- $1,336,179
- Total contributions
- $1,344,590
- Total income / additions
- $3,301,060
Expenses & distributions
- Benefits paid
- $596,324
- Administrative expenses
- $36,474
- Total expenses
- $637,312
- Net increase / (decrease)
- $2,663,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Securities Inc. | INVESTMENT/FINANCIAL ADVI | $27,912 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,562 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |