Don Sanderson Ford, Inc. 401(K) Plan — Form 5500 plan (Don Sanderson 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, Don Sanderson Ford, Inc. 401(K) Plan is a benefit plan reported by Don Sanderson Ford, Inc. under EIN 86-0123699 and plan number 002. The latest loaded filing year is 2023. The filing reports 525 participants and $18,473,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Sanderson Ford, Inc.
- EIN
- 86-0123699
- Plan number
- 002
- Plan type
- 2
- Location
- Glendale, AZ
- Latest filing year
- 2023
- Participants
- 525
- End-of-year plan assets
- $18,473,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 525 | H, C | 20240916105143NAL0001422977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,473,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,473,410
- Net assets (BOY)
- $15,178,354
Income & contributions
- Employer contributions
- $266,363
- Participant contributions
- $2,132,390
- Total contributions
- $2,523,257
- Total income / additions
- $4,857,445
Expenses & distributions
- Benefits paid
- $1,457,352
- Administrative expenses
- $92,899
- Total expenses
- $1,562,389
- Net increase / (decrease)
- $3,295,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,862 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $40,278 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Don Sanderson Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Glendale, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation