2023 Form 5500 filing — Willowbrook Ford, Inc. 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 20241009110740NAL0010549507001) for Willowbrook Ford, Inc. 401(K) Plan, reported by Willowbrook Ford, Inc. under EIN 36-3063579 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110740NAL0010549507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willowbrook Ford, Inc.
- EIN
- 36-3063579
- Plan number
- 001
- Location
- Willowbrook, IL
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,904,999
- Total liabilities (EOY)
- $69,215
- Net assets (EOY)
- $8,835,784
- Employer contributions
- $311,100
- Participant contributions
- $616,701
- Total income / additions
- $1,995,411
- Benefits paid
- $286,388
- Administrative expenses
- $39,077
- Total expenses
- $406,838
- Net increase / (decrease)
- $1,588,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISOR | $19,359 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $18,518 | $0 |
| Southeastern Employee Benefit Servi | TPA | $1,201 | $0 |