Fred Beans Automotive Group 401(K) Plan — Form 5500 plan (Fred Beans 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, Fred Beans Automotive Group 401(K) Plan is a benefit plan reported by Fred Beans Ford, Inc. under EIN 23-1982412 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,048 participants and $98,131,474 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fred Beans Ford, Inc.
EIN
23-1982412
Plan number
333
Plan type
2
Location
Doylestown, PA
Latest filing year
2023
Participants
2,048
End-of-year plan assets
$98,131,474

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,048H, C20241008110006NAL0029608336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,131,474
Total liabilities (EOY)
$0
Net assets (EOY)
$98,131,474
Net assets (BOY)
$78,127,257

Income & contributions

Employer contributions
$1,725,459
Participant contributions
$9,040,879
Total contributions
$11,499,824
Total income / additions
$25,417,100

Expenses & distributions

Benefits paid
$5,272,368
Administrative expenses
$129,813
Total expenses
$5,412,883
Net increase / (decrease)
$20,004,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hornor Townsend & Kent IncADVISOR$99,243not reported in the loaded dataset2023
Boyer And Ritter LLCACCOUNTANT/AUDITOR$18,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,570$02023

Related Form 5500 pages