Plan5500

Ruxer Ford Lincoln, Inc. Employees Profit Sharing And Savings Plan — Form 5500 plan (Ruxer Ford Lincoln, 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, Ruxer Ford Lincoln, Inc. Employees Profit Sharing And Savings Plan is a benefit plan reported by Ruxer Ford Lincoln, Inc. under EIN 35-1048138 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $17,958,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ruxer Ford Lincoln, Inc.
EIN
35-1048138
Plan number
002
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
127
End-of-year plan assets
$17,958,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240917081920NAL0002493505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,958,239
Total liabilities (EOY)
$0
Net assets (EOY)
$17,958,239
Net assets (BOY)
$15,762,851

Income & contributions

Employer contributions
$184,885
Participant contributions
$427,626
Total contributions
$612,511
Total income / additions
$2,816,414

Expenses & distributions

Benefits paid
$523,508
Administrative expenses
$97,518
Total expenses
$621,026
Net increase / (decrease)
$2,195,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$49,209not reported in the loaded dataset2023
Fifth Third BankINVESTMENT ADVISOR$24,594not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$23,715$02023

Related Form 5500 pages