2023 Form 5500 filing — Jack Madden Ford Sales, Inc. Retirement 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 20241002143842NAL0008457345001) for Jack Madden Ford Sales, Inc. Retirement Plan, reported by Jack Madden Ford Sales, Inc. under EIN 04-2175373 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002143842NAL0008457345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Madden Ford Sales, Inc.
- EIN
- 04-2175373
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,115,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,115,437
- Employer contributions
- $132,445
- Participant contributions
- $790,491
- Total income / additions
- $1,965,556
- Benefits paid
- $548,233
- Administrative expenses
- $42,391
- Total expenses
- $636,200
- Net increase / (decrease)
- $1,329,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,091 | not reported in the loaded dataset |
| Pinnacle Pension Consultants LLC | ADVISOR | $11,400 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | ACCOUNTANT/AUDITOR | $9,900 | not reported in the loaded dataset |