2023 Form 5500 filing — Ford Storage And Moving Company 401(K) Profit Sharing 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 20250106091008NAL0007793793001) for Ford Storage And Moving Company 401(K) Profit Sharing Plan, reported by Ford Storage And Moving Company under EIN 47-0362786 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
- 20250106091008NAL0007793793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ford Storage And Moving Company
- EIN
- 47-0362786
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,998,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,998,581
- Employer contributions
- $53,481
- Participant contributions
- $255,359
- Total income / additions
- $525,009
- Benefits paid
- $390,081
- Administrative expenses
- $0
- Total expenses
- $400,403
- Net increase / (decrease)
- $124,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcfarlin & Brokke Pc | OTHER | $30,500 | not reported in the loaded dataset |
| Benefit Plans, Inc | CONTRACT ADMIN | $14,904 | $2,013 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,019 | $0 |
| Western International Securitiesc | BROKER/ADVISOR | $0 | $7,391 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $229 | not reported in the loaded dataset |