Beau Townsend Ford, Inc. 401(K) Plan — Form 5500 plan (Beau Townsend 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, Beau Townsend Ford, Inc. 401(K) Plan is a benefit plan reported by Beau Townsend Ford, Inc. under EIN 31-0876107 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $9,054,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beau Townsend Ford, Inc.
EIN
31-0876107
Plan number
001
Plan type
2
Location
Vandalia, OH
Latest filing year
2023
Participants
248
End-of-year plan assets
$9,054,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241009090045NAL0037311266001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,054,712
Total liabilities (EOY)
$0
Net assets (EOY)
$9,054,712
Net assets (BOY)
$7,619,232

Income & contributions

Employer contributions
$50,000
Participant contributions
$619,500
Total contributions
$669,500
Total income / additions
$1,868,530

Expenses & distributions

Benefits paid
$361,079
Administrative expenses
$71,971
Total expenses
$433,050
Net increase / (decrease)
$1,435,480

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$69,451$18,1892023
Wells Fargo Advisors, LLCINVESTMENT ADVISOR$0$20,4122023
Trinity Pension ConsultantsTPA$2,520not reported in the loaded dataset2023

Related Form 5500 pages