Plan5500

Brondes Ford 401(K) Plan — Form 5500 plan (Brondes 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, Brondes Ford 401(K) Plan is a benefit plan reported by Brondes Ford, Inc. under EIN 34-4445614 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $12,612,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brondes Ford, Inc.
EIN
34-4445614
Plan number
002
Plan type
2
Location
Toledo, OH
Latest filing year
2023
Participants
266
End-of-year plan assets
$12,612,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20240912141321NAL0017351554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,612,954
Total liabilities (EOY)
$0
Net assets (EOY)
$12,612,954
Net assets (BOY)
$10,663,819

Income & contributions

Employer contributions
$150,968
Participant contributions
$1,257,659
Total contributions
$1,483,247
Total income / additions
$2,984,862

Expenses & distributions

Benefits paid
$979,406
Administrative expenses
$56,321
Total expenses
$1,035,727
Net increase / (decrease)
$1,949,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$50,929$02023
Royal Alliance Associates IncINVESTMENT ADVISORY$0$27,9752023
Pension Innovations & ConsultingCONTRACT ADMINISTRATOR$6,134$4,4502023

Related Form 5500 pages