2023 Form 5500 filing — Pearson Ford, Inc. 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 20260128101131NAL0003288017001) for Pearson Ford, Inc. 401(K) Plan, reported by Pearson Ford, Inc. under EIN 35-1053374 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260128101131NAL0003288017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pearson Ford, Inc.
- EIN
- 35-1053374
- Plan number
- 001
- Location
- Zionsville, IN
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,103,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,103,793
- Employer contributions
- $18,740
- Participant contributions
- $215,637
- Total income / additions
- $1,063,064
- Benefits paid
- $2,661,283
- Administrative expenses
- $28,688
- Total expenses
- $2,692,100
- Net increase / (decrease)
- -$1,629,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oxford Finacial | INVESTMENT ADVISOR | $13,062 | not reported in the loaded dataset |
| Retirement Plan Concepts & Services | TPA/CONTACT ADMIN | $6,903 | $1,852 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,000 | $0 |
| Empower Advisory Group, LLC | INVESTMENT COMPANY | $180 | not reported in the loaded dataset |