2023 Form 5500 filing — Edsel & Eleanor Ford House 403(B) 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 20241015114717NAL0028244449001) for Edsel & Eleanor Ford House 403(B) Plan, reported by Edsel & Eleanor Ford House under EIN 38-2218274 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114717NAL0028244449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edsel & Eleanor Ford House
- EIN
- 38-2218274
- Plan number
- 002
- Location
- Grosse Pointe Shores, MI
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,863,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,863,670
- Employer contributions
- $264,793
- Participant contributions
- $171,452
- Total income / additions
- $1,074,863
- Benefits paid
- $478,484
- Administrative expenses
- $15,919
- Total expenses
- $494,403
- Net increase / (decrease)
- $580,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $13,100 | $2,828 |
| Rehmann Capital Advisory Group LLC | ADVISOR | $11,164 | not reported in the loaded dataset |
| Rehmann Financial Group | TPA | $4,396 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $164 |