Willowbrook Ford, Inc. 401(K) Plan — Form 5500 plan (Willowbrook 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, Willowbrook Ford, Inc. 401(K) Plan is a benefit plan reported by Willowbrook Ford, Inc. under EIN 36-3063579 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $8,904,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willowbrook Ford, Inc.
- EIN
- 36-3063579
- Plan number
- 001
- Plan type
- 2
- Location
- Willowbrook, IL
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $8,904,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241009110740NAL0010549507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,904,999
- Total liabilities (EOY)
- $69,215
- Net assets (EOY)
- $8,835,784
- Net assets (BOY)
- $7,247,211
Income & contributions
- Employer contributions
- $311,100
- Participant contributions
- $616,701
- Total contributions
- $990,038
- Total income / additions
- $1,995,411
Expenses & distributions
- Benefits paid
- $286,388
- Administrative expenses
- $39,077
- Total expenses
- $406,838
- Net increase / (decrease)
- $1,588,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISOR | $19,359 | not reported in the loaded dataset | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $18,518 | $0 | 2023 |
| Southeastern Employee Benefit Servi | TPA | $1,201 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willowbrook Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Willowbrook, IL
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Southeastern Employee Benefit Servi — Schedule C compensation