Beach Ford, Inc. Retirement Savings Plan And Trust — Form 5500 plan (Beach 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, Beach Ford, Inc. Retirement Savings Plan And Trust is a benefit plan reported by Beach Ford, Inc. under EIN 54-0594427 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $15,912,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beach Ford, Inc.
EIN
54-0594427
Plan number
001
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023
Participants
315
End-of-year plan assets
$15,912,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20241001110808NAL0006979809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,912,133
Total liabilities (EOY)
$0
Net assets (EOY)
$15,912,133
Net assets (BOY)
$12,755,679

Income & contributions

Employer contributions
$64,383
Participant contributions
$653,706
Total contributions
$718,832
Total income / additions
$3,781,825

Expenses & distributions

Benefits paid
$546,557
Administrative expenses
$28,757
Total expenses
$625,371
Net increase / (decrease)
$3,156,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$21,450$02023
Charles W Snader PcAUDITOR$7,250not reported in the loaded dataset2023
Td Ameritrade, Inc.BROKERAGE SERVICES$0$02023

Related Form 5500 pages