M.A. Ford Mfg. Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (M.A. Ford Mfg. Co., 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, M.A. Ford Mfg. Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by M.A. Ford Mfg. Co., Inc. under EIN 42-0257081 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $71,076,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
M.A. Ford Mfg. Co., Inc.
EIN
42-0257081
Plan number
002
Plan type
2
Location
Davenport, IA
Latest filing year
2023
Participants
289
End-of-year plan assets
$71,076,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241004093649NAL0005589027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,076,281
Total liabilities (EOY)
$7,095,833
Net assets (EOY)
$63,980,448
Net assets (BOY)
$58,756,645

Income & contributions

Employer contributions
$1,046,718
Total contributions
$1,046,718
Total income / additions
$8,955,964

Expenses & distributions

Benefits paid
$3,499,237
Administrative expenses
$0
Total expenses
$3,732,161
Net increase / (decrease)
$5,223,803

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyADVISORY$16,761not reported in the loaded dataset2023
Prairie Capital AdvisorsVALUATION SERVICES$0not reported in the loaded dataset2023
Esop Partners LLCTHIRD PARTY ADMINISTRATO$0not reported in the loaded dataset2023

Related Form 5500 pages