2023 Form 5500 filing — Chalmers 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 20241015125724NAL0049494096001) for Chalmers Ford 401(K) Plan, reported by Chalmers Ford, Inc. under EIN 85-0428532 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125724NAL0049494096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chalmers Ford, Inc.
- EIN
- 85-0428532
- Plan number
- 001
- Location
- Rio Rancho, NM
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,143,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,143,486
- Employer contributions
- $0
- Participant contributions
- $917,825
- Total income / additions
- $1,940,122
- Benefits paid
- $1,199,568
- Administrative expenses
- $62,203
- Total expenses
- $1,260,446
- Net increase / (decrease)
- $679,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Heartland Consultants Inc | OTHER | $32,849 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,606 | $0 |
| National Automobile Dealers Associa | OTHER | $7,811 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,821 | not reported in the loaded dataset |
| Capfinancial Partners LLC Dba Captr | OTHER | $1,302 | not reported in the loaded dataset |
| Northeast Retirement Services, Inc. | OTHER | $814 | not reported in the loaded dataset |