Ford Storage And Moving Company 401(K) Profit Sharing Plan — Form 5500 plan (Ford Storage And Moving Company)
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 Storage And Moving Company 401(K) Profit Sharing Plan is a benefit plan reported by Ford Storage And Moving Company under EIN 47-0362786 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $1,998,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ford Storage And Moving Company
- EIN
- 47-0362786
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $1,998,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20250106091008NAL0007793793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,998,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,998,581
- Net assets (BOY)
- $1,873,975
Income & contributions
- Employer contributions
- $53,481
- Participant contributions
- $255,359
- Total contributions
- $309,482
- Total income / additions
- $525,009
Expenses & distributions
- Benefits paid
- $390,081
- Administrative expenses
- $0
- Total expenses
- $400,403
- Net increase / (decrease)
- $124,606
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcfarlin & Brokke Pc | OTHER | $30,500 | not reported in the loaded dataset | 2023 |
| Benefit Plans, Inc | CONTRACT ADMIN | $14,904 | $2,013 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,019 | $0 | 2023 |
| Western International Securitiesc | BROKER/ADVISOR | $0 | $7,391 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $229 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ford Storage And Moving Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Mcfarlin & Brokke Pc — Schedule C compensation
- Benefit Plans, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Western International Securitiesc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation