Waldorf Ford, Inc. Salary Deferral 401(K) Profit Sharing Plan — Form 5500 plan (Waldorf 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, Waldorf Ford, Inc. Salary Deferral 401(K) Profit Sharing Plan is a benefit plan reported by Waldorf Ford, Inc. under EIN 52-1918602 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $28,081,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waldorf Ford, Inc.
EIN
52-1918602
Plan number
001
Plan type
2
Location
Waldorf, MD
Latest filing year
2023
Participants
881
End-of-year plan assets
$28,081,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023881H, C20241011180241NAL0037929200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,081,578
Total liabilities (EOY)
$0
Net assets (EOY)
$28,081,578
Net assets (BOY)
$18,231,180

Income & contributions

Employer contributions
$498,413
Participant contributions
$2,271,339
Total contributions
$8,490,834
Total income / additions
$12,332,579

Expenses & distributions

Benefits paid
$2,515,078
Administrative expenses
$105,258
Total expenses
$2,633,028
Net increase / (decrease)
$9,699,551

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$54,656not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$50,602$02023

Related Form 5500 pages