2023 Form 5500 filing — Paul Miller Ford And Associates Retirement & Savings 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 20250501155151NAL0002412355001) for Paul Miller Ford And Associates Retirement & Savings Plan, reported by Paul Miller Ford, Inc. under EIN 61-0481346 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501155151NAL0002412355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Miller Ford, Inc.
- EIN
- 61-0481346
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,890,088
- Net assets (EOY)
- $3,890,088
- Employer contributions
- $0
- Participant contributions
- $332,209
- Total income / additions
- $790,661
- Benefits paid
- $200,999
- Administrative expenses
- $23,508
- Total expenses
- $224,507
- Net increase / (decrease)
- $566,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Management, LLC | INVESTMENT ADVISORY | $17,662 | $0 |
| Transamerica Life Insurance Company | RECORD KEEPER | $4,718 | $0 |
| Mcgregor & Associates, Inc. | RECORD KEEPER | $1,127 | $0 |