2023 Form 5500 filing — Ferguson Pontiac-Gmc, 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 20241014135848NAL0027490033001) for Ferguson Pontiac-Gmc, Inc. 401(K) Plan, reported by Ferguson Pontiac-Gmc, Inc. under EIN 73-0763666 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135848NAL0027490033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferguson Pontiac-Gmc, Inc.
- EIN
- 73-0763666
- Plan number
- 001
- Location
- Norman, OK
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,948,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,948,434
- Employer contributions
- $77,568
- Participant contributions
- $924,638
- Total income / additions
- $2,731,032
- Benefits paid
- $1,121,878
- Administrative expenses
- $34,911
- Total expenses
- $1,160,095
- Net increase / (decrease)
- $1,570,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,910 | $0 |
| Nicol Investors Corporation | OTHER SERVICES | $0 | $180 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |