2023 Form 5500 filing — Ford Square Of Mt. Vernon, Ltd. 401k 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 20240926112522NAL0000575169001) for Ford Square Of Mt. Vernon, Ltd. 401k Profit Sharing Plan, reported by Ford Square Of Mt. Vernon, Ltd. under EIN 37-1178253 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926112522NAL0000575169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ford Square Of Mt. Vernon, Ltd.
- EIN
- 37-1178253
- Plan number
- 001
- Location
- Mt. Vernon, IL
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,731,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,731,325
- Employer contributions
- $268,313
- Participant contributions
- $544,162
- Total income / additions
- $2,482,056
- Benefits paid
- $460,312
- Administrative expenses
- $50,720
- Total expenses
- $511,032
- Net increase / (decrease)
- $1,971,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith, Moore & Co. | NONE | $28,878 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $21,842 | not reported in the loaded dataset |