Crossroads Ford, Inc. 401(K) Plan — Form 5500 plan (Crossroads 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, Crossroads Ford, Inc. 401(K) Plan is a benefit plan reported by Crossroads Ford, Inc. under EIN 56-1657419 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,056 participants and $35,455,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crossroads Ford, Inc.
EIN
56-1657419
Plan number
001
Plan type
2
Location
Wake Forest, NC
Latest filing year
2023
Participants
1,056
End-of-year plan assets
$35,455,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,056H, C20241011145650NAL0039113952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,455,274
Total liabilities (EOY)
$0
Net assets (EOY)
$35,455,274
Net assets (BOY)
$28,776,862

Income & contributions

Employer contributions
$518,118
Participant contributions
$2,967,112
Total contributions
$3,809,960
Total income / additions
$10,167,613

Expenses & distributions

Benefits paid
$3,397,463
Administrative expenses
$29,553
Total expenses
$3,489,201
Net increase / (decrease)
$6,678,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$24,195not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,358$02023

Related Form 5500 pages