2023 Form 5500 filing — C. Basil Ford 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 20241015100133NAL0014362963001) for C. Basil Ford 401(K) Plan, reported by C. Basil Ford, Inc. under EIN 16-1243987 and plan number 335. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100133NAL0014362963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C. Basil Ford, Inc.
- EIN
- 16-1243987
- Plan number
- 335
- Location
- Cheektowaga, NY
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,012,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,012,217
- Employer contributions
- $79,673
- Participant contributions
- $604,856
- Total income / additions
- $2,384,591
- Benefits paid
- $157,949
- Administrative expenses
- $40,960
- Total expenses
- $198,909
- Net increase / (decrease)
- $2,185,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life And Annuity Ins. Co | RECORDKEEPER | $40,399 | $0 |
| Lawley Retirement Advisors | INVESTMENT ADVISOR | $12,658 | not reported in the loaded dataset |
| Pps Pension Services | THIRD PARTY ADMINISTRATIO | $1,693 | $7,608 |
| Global Retirement Partners | INVESTMENT ADVISOR | $1,921 | not reported in the loaded dataset |
| Lasalle Street Securities LLC | ADVISOR | $0 | $1,785 |