John Stuckey Ford, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (John Stuckey 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, John Stuckey Ford, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by John Stuckey Ford, Inc. under EIN 23-1277127 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $9,578,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Stuckey Ford, Inc.
EIN
23-1277127
Plan number
001
Plan type
2
Location
Hollidaysburg, PA
Latest filing year
2023
Participants
345
End-of-year plan assets
$9,578,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241012150520NAL0024660625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,578,875
Total liabilities (EOY)
$0
Net assets (EOY)
$9,578,875
Net assets (BOY)
$7,096,624

Income & contributions

Employer contributions
$278,342
Participant contributions
$1,169,260
Total contributions
$1,486,304
Total income / additions
$2,937,966

Expenses & distributions

Benefits paid
$433,436
Administrative expenses
$16,951
Total expenses
$455,715
Net increase / (decrease)
$2,482,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$13,040not reported in the loaded dataset2023
Keystone 401(K), LLCCONTRACT ADMIN$8,850not reported in the loaded dataset2023
Capital Group Retirement Plan ServsRECORDKEEPER$3,538$02023

Related Form 5500 pages