C. Basil Ford 401(K) Plan — Form 5500 plan (C. Basil Ford, Inc.)
Plain-English plan 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, C. Basil Ford 401(K) Plan is a benefit plan reported by C. Basil Ford, Inc. under EIN 16-1243987 and plan number 335. The latest loaded filing year is 2023. The filing reports 122 participants and $11,012,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. Basil Ford, Inc.
- EIN
- 16-1243987
- Plan number
- 335
- Plan type
- 2
- Location
- Cheektowaga, NY
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $11,012,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241015100133NAL0014362963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,012,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,012,217
- Net assets (BOY)
- $8,826,535
Income & contributions
- Employer contributions
- $79,673
- Participant contributions
- $604,856
- Total contributions
- $684,529
- Total income / additions
- $2,384,591
Expenses & distributions
- Benefits paid
- $157,949
- Administrative expenses
- $40,960
- Total expenses
- $198,909
- Net increase / (decrease)
- $2,185,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life And Annuity Ins. Co | RECORDKEEPER | $40,399 | $0 | 2023 |
| Lawley Retirement Advisors | INVESTMENT ADVISOR | $12,658 | not reported in the loaded dataset | 2023 |
| Pps Pension Services | THIRD PARTY ADMINISTRATIO | $1,693 | $7,608 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $1,921 | not reported in the loaded dataset | 2023 |
| Lasalle Street Securities LLC | ADVISOR | $0 | $1,785 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. Basil Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Cheektowaga, NY
- Empower Life And Annuity Ins. Co — Schedule C compensation
- Lawley Retirement Advisors — Schedule C compensation
- Pps Pension Services — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Lasalle Street Securities LLC — Schedule C compensation