2023 Form 5500 filing — Cherokee Ford, Inc. 401(K) Retirement 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 20241015161432NAL0016851011001) for Cherokee Ford, Inc. 401(K) Retirement Plan, reported by Cherokee Ford, Inc. under EIN 58-1964898 and plan number 002. It reports 874 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161432NAL0016851011001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cherokee Ford, Inc.
- EIN
- 58-1964898
- Plan number
- 002
- Location
- Alpharetta, GA
- Participants
- 874
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,183,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,183,337
- Employer contributions
- $560,319
- Participant contributions
- $3,272,004
- Total income / additions
- $7,944,900
- Benefits paid
- $1,508,591
- Administrative expenses
- $145,253
- Total expenses
- $1,709,751
- Net increase / (decrease)
- $6,235,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Locust Lane Partners LLC | ADVISOR | $71,420 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $70,562 | $0 |