2023 Form 5500 filing — Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624095748NAL0008058944001) for Mike Burkart Ford-Mercury, Inc. Salary Deferral 401(K) Profit Sharing Plan, reported by Mike Burkart Ford Mercury, Inc. under EIN 39-1027312 and plan number 003. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240624095748NAL0008058944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mike Burkart Ford Mercury, Inc.
- EIN
- 39-1027312
- Plan number
- 003
- Location
- Plymouth, WI
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,435,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,435,163
- Employer contributions
- $0
- Participant contributions
- $53,446
- Total income / additions
- $295,999
- Benefits paid
- $89,751
- Administrative expenses
- $0
- Total expenses
- $91,444
- Net increase / (decrease)
- $204,555
- Schedule source
- Schedule I