Bill Brown Ford, Inc. 401 (K) Plan — Form 5500 plan (Bill Brown 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, Bill Brown Ford, Inc. 401 (K) Plan is a benefit plan reported by Bill Brown Ford, Inc. under EIN 38-2326648 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $17,293,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bill Brown Ford, Inc.
- EIN
- 38-2326648
- Plan number
- 001
- Plan type
- 2
- Location
- Livonia, MI
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $17,293,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241005081855NAL0013415025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,293,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,293,920
- Net assets (BOY)
- $16,459,093
Income & contributions
- Employer contributions
- $76,721
- Participant contributions
- $1,680,692
- Total contributions
- $1,798,690
- Total income / additions
- $3,953,369
Expenses & distributions
- Benefits paid
- $3,038,367
- Administrative expenses
- $58,368
- Total expenses
- $3,118,542
- Net increase / (decrease)
- $834,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Op | SERVICE PROVIDER | $42,430 | $0 | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $13,691 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,248 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bill Brown Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Livonia, MI
- Morgan Stanley Global Banking Op — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation