Olathe Ford 401(K) Plan — Form 5500 plan (Olathe Ford Sales, 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, Olathe Ford 401(K) Plan is a benefit plan reported by Olathe Ford Sales, Inc. under EIN 48-0720233 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $16,327,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Olathe Ford Sales, Inc.
- EIN
- 48-0720233
- Plan number
- 001
- Plan type
- 2
- Location
- Olathe, KS
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $16,327,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20240930170831NAL0009886320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,327,372
- Net assets (EOY)
- $16,327,372
- Net assets (BOY)
- $13,937,439
Income & contributions
- Employer contributions
- $214,284
- Participant contributions
- $1,621,285
- Total contributions
- $1,856,458
- Total income / additions
- $3,637,766
Expenses & distributions
- Benefits paid
- $1,190,677
- Administrative expenses
- $57,079
- Total expenses
- $1,247,833
- Net increase / (decrease)
- $2,389,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | NONE | $32,031 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $25,048 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olathe Ford Sales, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Olathe, KS
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation