2023 Form 5500 filing — Tamiami Ford, Inc. 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 20241008080219NAL0028123104001) for Tamiami Ford, Inc. 401(K) Profit Sharing Plan, reported by Tamiami Ford, Inc. under EIN 59-1480120 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.8MReported net assets$7,793,540
Participants224
Provider compensation$45.9K3 Schedule C row(s)$45,897
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008080219NAL0028123104001
- Plan sponsor
- Tamiami Ford, Inc.
- EIN
- 59-1480120
- Plan number
- 001
- Location
- Naples, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $7,793,540
- Net assets (EOY)
- $7,793,540
- Employer contributions
- $166,233
- Participant contributions
- $1,079,879
- Total income / additions
- $2,328,135
- Benefits paid
- $648,979
- Administrative expenses
- $39,416
- Total expenses
- $688,395
- Net increase / (decrease)
- $1,639,740
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. Dba 401k | INVESTMENT ADVISOR | $23,581 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,358 | not reported in the loaded dataset |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $0 | $6,958 |