Jerrys Automotive Group 401 K Profit Sharing Plan — Form 5500 plan (Jerrys 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, Jerrys Automotive Group 401 K Profit Sharing Plan is a benefit plan reported by Jerrys Ford Sales, Inc. under EIN 84-5183052 and plan number 002. The latest loaded filing year is 2023. The filing reports 273 participants and $9,891,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jerrys Ford Sales, Inc.
EIN
84-5183052
Plan number
002
Plan type
2
Location
Leesburg, VA
Latest filing year
2023
Participants
273
End-of-year plan assets
$9,891,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20241014155430NAL0026639569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,891,665
Total liabilities (EOY)
$0
Net assets (EOY)
$9,891,665
Net assets (BOY)
$8,960,317

Income & contributions

Employer contributions
$95,732
Participant contributions
$331,553
Total contributions
$427,285
Total income / additions
$1,922,978

Expenses & distributions

Benefits paid
$948,723
Administrative expenses
$42,907
Total expenses
$991,630
Net increase / (decrease)
$931,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$42,907$02023

Related Form 5500 pages