Edsel & Eleanor Ford House 403(B) Plan — Form 5500 plan (Edsel & Eleanor Ford House)
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, Edsel & Eleanor Ford House 403(B) Plan is a benefit plan reported by Edsel & Eleanor Ford House under EIN 38-2218274 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $5,863,670 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,863,670
Participants215Covered participants reported
Assets / participant$27.3KComputed: assets ÷ participants$27,273 (computed)
Provider compensation$31.7K4 Schedule C provider row(s)$31,652
- Plan sponsor
- Edsel & Eleanor Ford House
- EIN
- 38-2218274
- Plan number
- 002
- Plan type
- 2
- Location
- Grosse Pointe Shores, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015114717NAL0028244449001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,863,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,863,670
- Net assets (BOY)
- $5,283,210
Income & contributions
- Employer contributions
- $264,793
- Participant contributions
- $171,452
- Total contributions
- $436,245
- Total income / additions
- $1,074,863
Expenses & distributions
- Benefits paid
- $478,484
- Administrative expenses
- $15,919
- Total expenses
- $494,403
- Net increase / (decrease)
- $580,460
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
61%39%
Employer 61%Participant 39%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $13,100 | $2,828 | 2023 |
| Rehmann Capital Advisory Group LLC | ADVISOR | $11,164 | not reported in the loaded dataset | 2023 |
| Rehmann Financial Group | TPA | $4,396 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $164 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edsel & Eleanor Ford House
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Grosse Pointe Shores, MI
- Nationwide — Schedule C compensation
- Rehmann Capital Advisory Group LLC — Schedule C compensation
- Rehmann Financial Group — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation