2023 Form 5500 filing — Bozard Ford Company Employees' 401(K) Savings & Protection 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 20241231095244NAL0010742867001) for Bozard Ford Company Employees' 401(K) Savings & Protection Plan, reported by Bozard Ford Company under EIN 59-1741580 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241231095244NAL0010742867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bozard Ford Company
- EIN
- 59-1741580
- Plan number
- 001
- Location
- St. Augustine, FL
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,632,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,632,733
- Employer contributions
- $127,237
- Participant contributions
- $863,067
- Total income / additions
- $1,839,837
- Benefits paid
- $47,366
- Administrative expenses
- $4,273
- Total expenses
- $84,953
- Net increase / (decrease)
- $1,754,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $3,646 | $2,614 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $684 | $0 |