2023 Form 5500 filing — M.A. Ford Mfg. Co., Inc. Employee Stock Ownership 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 20241004093649NAL0005589027001) for M.A. Ford Mfg. Co., Inc. Employee Stock Ownership Plan, reported by M.A. Ford Mfg. Co., Inc. under EIN 42-0257081 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004093649NAL0005589027001
Filing year
2023
Form type
2
Plan sponsor
M.A. Ford Mfg. Co., Inc.
EIN
42-0257081
Plan number
002
Location
Davenport, IA
Participants
289
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$71,076,281
Total liabilities (EOY)
$7,095,833
Net assets (EOY)
$63,980,448
Employer contributions
$1,046,718
Total income / additions
$8,955,964
Benefits paid
$3,499,237
Administrative expenses
$0
Total expenses
$3,732,161
Net increase / (decrease)
$5,223,803
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan StanleyADVISORY$16,761not reported in the loaded dataset
Prairie Capital AdvisorsVALUATION SERVICES$0not reported in the loaded dataset
Esop Partners LLCTHIRD PARTY ADMINISTRATO$0not reported in the loaded dataset

Related Form 5500 pages