2023 Form 5500 filing — Ciocca Ford Of Quakertown 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 20241008104449NAL0009561283001) for Ciocca Ford Of Quakertown 401(K) Plan, reported by Ciocca Ford Of Quakertown Inc under EIN 23-2715152 and plan number 001. It reports 1,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104449NAL0009561283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ciocca Ford Of Quakertown Inc
- EIN
- 23-2715152
- Plan number
- 001
- Location
- Allentown, PA
- Participants
- 1,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,841,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,841,705
- Employer contributions
- $1,714,559
- Participant contributions
- $5,572,763
- Total income / additions
- $14,989,777
- Benefits paid
- $3,108,830
- Administrative expenses
- $42,856
- Total expenses
- $3,178,897
- Net increase / (decrease)
- $11,810,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyer & Ritter LLC | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,811 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,045 | not reported in the loaded dataset |