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, Dave Syverson Ford, Lincoln, Mercury, Inc. 401(K) Salary Savings And Retirement Plan is a benefit plan reported by Dave Syverson Ford, Lincoln, Mercury, Inc. under EIN 41-0912583 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $11,329,521 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,329,521
- Total liabilities (EOY)
- $5,023
- Net assets (EOY)
- $11,324,498
- Net assets (BOY)
- $9,733,626
Income & contributions
- Employer contributions
- $241,742
- Participant contributions
- $617,474
- Total contributions
- $867,037
- Total income / additions
- $2,620,397
Expenses & distributions
- Benefits paid
- $1,009,195
- Administrative expenses
- $20,330
- Total expenses
- $1,029,525
- Net increase / (decrease)
- $1,590,872