Richmond Ford, LLC Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Richmond Ford, LLC)

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, Richmond Ford, LLC Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Richmond Ford, LLC under EIN 32-0046035 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $8,919,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richmond Ford, LLC
EIN
32-0046035
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
213
End-of-year plan assets
$8,919,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241010090400NAL0019843201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,919,927
Total liabilities (EOY)
$780
Net assets (EOY)
$8,919,147
Net assets (BOY)
$8,074,476

Income & contributions

Employer contributions
$216,754
Participant contributions
$897,931
Total contributions
$1,114,685
Total income / additions
$2,303,985

Expenses & distributions

Benefits paid
$1,372,054
Administrative expenses
$36,243
Total expenses
$1,459,314
Net increase / (decrease)
$844,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement Adv Services LLCINVESTMENT ADVISORY$25,271not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$7,625not reported in the loaded dataset2023

Related Form 5500 pages