Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Mike Burkart Ford Mercury, 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, Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Mike Burkart Ford Mercury, Inc. under EIN 39-1027312 and plan number 003. The latest loaded filing year is 2023. The filing reports 33 participants and $1,435,163 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mike Burkart Ford Mercury, Inc.
- EIN
- 39-1027312
- Plan number
- 003
- Plan type
- 2
- Location
- Plymouth, WI
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $1,435,163
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240624095748NAL0008058944001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,435,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,435,163
- Net assets (BOY)
- $1,230,608
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $53,446
- Total income / additions
- $295,999
Expenses & distributions
- Benefits paid
- $89,751
- Administrative expenses
- $0
- Total expenses
- $91,444
- Net increase / (decrease)
- $204,555
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.