2023 Form 5500 filing — Van Bortel 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 20241009104854NAL0032462288001) for Van Bortel Ford, Inc. 401(K) Profit Sharing Plan, reported by Van Bortel Ford, Inc. under EIN 16-1609363 and plan number 001. It reports 203 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)$6MReported net assets$6,034,843
Participants203
Provider compensation$23.6K1 Schedule C row(s)$23,619
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009104854NAL0032462288001
Plan sponsor
Van Bortel Ford, Inc.
EIN
16-1609363
Plan number
001
Location
East Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6M total assets
Net assets$6MLiabilities$6.1K
Money in vs. money out
Total income / additions$1.4M
Total expenses$800.8K
Benefits paid / distributions$774.2K
Contributions
Employer$49.6K
Participant$453.3K
Full reported line items
Total assets (EOY)
$6,040,967
Total liabilities (EOY)
$6,124
Net assets (EOY)
$6,034,843
Employer contributions
$49,564
Participant contributions
$453,260
Total income / additions
$1,433,948
Benefits paid
$774,163
Administrative expenses
$23,619
Total expenses
$800,801
Net increase / (decrease)
$633,147
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $23.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009104854NAL0032462288001 cover?
It is the 2023 Form 5500 filing for Van Bortel Ford, Inc. 401(K) Profit Sharing Plan, reported by Van Bortel Ford, Inc. (EIN 16-1609363).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages