Paul Miller Ford And Associates Retirement & Savings Plan — Form 5500 plan (Paul Miller 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, Paul Miller Ford And Associates Retirement & Savings Plan is a benefit plan reported by Paul Miller Ford, Inc. under EIN 61-0481346 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $3,890,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul Miller Ford, Inc.
- EIN
- 61-0481346
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $3,890,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20250501155151NAL0002412355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,890,088
- Net assets (EOY)
- $3,890,088
- Net assets (BOY)
- $3,323,934
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $332,209
- Total contributions
- $333,459
- Total income / additions
- $790,661
Expenses & distributions
- Benefits paid
- $200,999
- Administrative expenses
- $23,508
- Total expenses
- $224,507
- Net increase / (decrease)
- $566,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Wealth Management, LLC | INVESTMENT ADVISORY | $17,662 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORD KEEPER | $4,718 | $0 | 2023 |
| Mcgregor & Associates, Inc. | RECORD KEEPER | $1,127 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paul Miller Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Meridian Wealth Management, LLC — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation