Swanson-Fahrney Ford Sales, Inc. Employee 401(K) Profit Sharing Plan — Form 5500 plan (Swanson-Fahrney 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, Swanson-Fahrney Ford Sales, Inc. Employee 401(K) Profit Sharing Plan is a benefit plan reported by Swanson-Fahrney Ford Sales, Inc. under EIN 94-2188636 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $8,879,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swanson-Fahrney Ford Sales, Inc.
EIN
94-2188636
Plan number
001
Plan type
2
Location
Selma, CA
Latest filing year
2023
Participants
200
End-of-year plan assets
$8,879,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241009203733NAL0009534323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,879,148
Total liabilities (EOY)
$17,127
Net assets (EOY)
$8,862,021
Net assets (BOY)
$7,262,135

Income & contributions

Employer contributions
$75,146
Participant contributions
$504,447
Total contributions
$639,193
Total income / additions
$2,097,542

Expenses & distributions

Benefits paid
$454,429
Administrative expenses
$43,227
Total expenses
$497,656
Net increase / (decrease)
$1,599,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Del Carlo FinancialADVISOR$14,973$02023
Pcs RetirementRECORDKEEPER$9,754$02023

Related Form 5500 pages