Sheridan Auto Group 401(K) Plan — Form 5500 plan (Future Ford Sales, Inc. Dba Sheridan Ford Sales)
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, Sheridan Auto Group 401(K) Plan is a benefit plan reported by Future Ford Sales, Inc. Dba Sheridan Ford Sales under EIN 51-0109253 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $11,309,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Future Ford Sales, Inc. Dba Sheridan Ford Sales
- EIN
- 51-0109253
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $11,309,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241015085252NAL0056686146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,309,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,309,135
- Net assets (BOY)
- $10,134,053
Income & contributions
- Employer contributions
- $133,491
- Participant contributions
- $391,944
- Total contributions
- $525,435
- Total income / additions
- $1,800,632
Expenses & distributions
- Benefits paid
- $589,954
- Administrative expenses
- $37,030
- Total expenses
- $625,550
- Net increase / (decrease)
- $1,175,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Advisors LLC | INVESTMENT ADVISOR | $26,273 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,896 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,861 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Future Ford Sales, Inc. Dba Sheridan Ford Sales
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Axa Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation