Mullinax Ford Employees 401(K) Retirement Plan — Form 5500 plan (Mullinax Ford)
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, Mullinax Ford Employees 401(K) Retirement Plan is a benefit plan reported by Mullinax Ford under EIN 59-3619944 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $29,237,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mullinax Ford
- EIN
- 59-3619944
- Plan number
- 001
- Plan type
- 2
- Location
- Apopka, FL
- Latest filing year
- 2023
- Participants
- 934
- End-of-year plan assets
- $29,237,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 934 | H, C | 20241010102120NAL0019909489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,237,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,237,468
- Net assets (BOY)
- $23,415,962
Income & contributions
- Employer contributions
- $649,695
- Participant contributions
- $3,848,723
- Total contributions
- $4,673,173
- Total income / additions
- $8,775,524
Expenses & distributions
- Benefits paid
- $2,810,066
- Administrative expenses
- $110,105
- Total expenses
- $2,954,018
- Net increase / (decrease)
- $5,821,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $73,561 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $36,543 | $3,383 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |