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, Ford Square Of Mt. Vernon, Ltd. 401k Profit Sharing Plan is a benefit plan reported by Ford Square Of Mt. Vernon, Ltd. under EIN 37-1178253 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $12,731,325 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,731,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,731,325
- Net assets (BOY)
- $10,760,301
Income & contributions
- Employer contributions
- $268,313
- Participant contributions
- $544,162
- Total contributions
- $812,475
- Total income / additions
- $2,482,056
Expenses & distributions
- Benefits paid
- $460,312
- Administrative expenses
- $50,720
- Total expenses
- $511,032
- Net increase / (decrease)
- $1,971,024