Woltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings Plan — Form 5500 plan (Woltz & Wind 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, Woltz & Wind Ford, Inc. & Washington Ford, Inc. Retirement Savings Plan is a benefit plan reported by Woltz & Wind Ford, Inc. under EIN 25-1353793 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $11,386,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woltz & Wind Ford, Inc.
EIN
25-1353793
Plan number
002
Plan type
2
Location
Heidelberg, PA
Latest filing year
2023
Participants
227
End-of-year plan assets
$11,386,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241015122152NAL0047880768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,386,833
Total liabilities (EOY)
$23,114
Net assets (EOY)
$11,363,719
Net assets (BOY)
$9,847,535

Income & contributions

Employer contributions
$174,161
Participant contributions
$597,863
Total contributions
$798,710
Total income / additions
$2,331,342

Expenses & distributions

Benefits paid
$725,638
Administrative expenses
$66,406
Total expenses
$815,158
Net increase / (decrease)
$1,516,184

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$55,762$02023
Dunbar, Bender & ZapfTPA$9,275$02023
Stadion Money ManagementSERVICE PROVIDER$1,366not reported in the loaded dataset2023

Related Form 5500 pages