2023 Form 5500 filing — John Stuckey Ford, Inc. Profit Sharing 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 20241012150520NAL0024660625001) for John Stuckey Ford, Inc. Profit Sharing 401(K) Plan, reported by John Stuckey Ford, Inc. under EIN 23-1277127 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012150520NAL0024660625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Stuckey Ford, Inc.
- EIN
- 23-1277127
- Plan number
- 001
- Location
- Hollidaysburg, PA
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,578,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,578,875
- Employer contributions
- $278,342
- Participant contributions
- $1,169,260
- Total income / additions
- $2,937,966
- Benefits paid
- $433,436
- Administrative expenses
- $16,951
- Total expenses
- $455,715
- Net increase / (decrease)
- $2,482,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $13,040 | not reported in the loaded dataset |
| Keystone 401(K), LLC | CONTRACT ADMIN | $8,850 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servs | RECORDKEEPER | $3,538 | $0 |