2023 Form 5500 filing — Olathe Ford 401(K) 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 20240930170831NAL0009886320001) for Olathe Ford 401(K) Plan, reported by Olathe Ford Sales, Inc. under EIN 48-0720233 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930170831NAL0009886320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Olathe Ford Sales, Inc.
- EIN
- 48-0720233
- Plan number
- 001
- Location
- Olathe, KS
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,327,372
- Net assets (EOY)
- $16,327,372
- Employer contributions
- $214,284
- Participant contributions
- $1,621,285
- Total income / additions
- $3,637,766
- Benefits paid
- $1,190,677
- Administrative expenses
- $57,079
- Total expenses
- $1,247,833
- Net increase / (decrease)
- $2,389,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | NONE | $32,031 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $25,048 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | not reported in the loaded dataset |