Jim Burke Ford 401(K) Plan — Form 5500 plan (Jim Burke 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, Jim Burke Ford 401(K) Plan is a benefit plan reported by Jim Burke Ford under EIN 95-2275238 and plan number 003. The latest loaded filing year is 2023. The filing reports 302 participants and $24,291,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jim Burke Ford
- EIN
- 95-2275238
- Plan number
- 003
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $24,291,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241009113454NAL0009154883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,291,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,291,270
- Net assets (BOY)
- $20,651,203
Income & contributions
- Employer contributions
- $379,760
- Participant contributions
- $1,157,446
- Total contributions
- $1,558,290
- Total income / additions
- $5,750,063
Expenses & distributions
- Benefits paid
- $2,037,522
- Administrative expenses
- $56,313
- Total expenses
- $2,109,996
- Net increase / (decrease)
- $3,640,067
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,998 | $0 | 2023 |
| Newedge Advisors LLC | INVESTMENT ADVISOR | $21,375 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,940 | not reported in the loaded dataset | 2023 |