Pearson Ford, Inc. 401(K) Plan — Form 5500 plan (Pearson 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, Pearson Ford, Inc. 401(K) Plan is a benefit plan reported by Pearson Ford, Inc. under EIN 35-1053374 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $2,103,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pearson Ford, Inc.
- EIN
- 35-1053374
- Plan number
- 001
- Plan type
- 2
- Location
- Zionsville, IN
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $2,103,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20260128101131NAL0003288017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,103,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,103,793
- Net assets (BOY)
- $3,732,829
Income & contributions
- Employer contributions
- $18,740
- Participant contributions
- $215,637
- Total contributions
- $344,169
- Total income / additions
- $1,063,064
Expenses & distributions
- Benefits paid
- $2,661,283
- Administrative expenses
- $28,688
- Total expenses
- $2,692,100
- Net increase / (decrease)
- -$1,629,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oxford Finacial | INVESTMENT ADVISOR | $13,062 | not reported in the loaded dataset | 2023 |
| Retirement Plan Concepts & Services | TPA/CONTACT ADMIN | $6,903 | $1,852 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,000 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT COMPANY | $180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pearson Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Zionsville, IN
- Oxford Finacial — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation