Courtesy Ford, Inc. Employee 401(K) Plan — Form 5500 plan (Courtesy 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, Courtesy Ford, Inc. Employee 401(K) Plan is a benefit plan reported by Courtesy Ford, Inc. under EIN 58-0943526 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $4,086,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Courtesy Ford, Inc.
- EIN
- 58-0943526
- Plan number
- 001
- Plan type
- 2
- Location
- Conyers, GA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $4,086,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241011122914NAL0010912803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,086,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,086,735
- Net assets (BOY)
- $3,242,009
Income & contributions
- Employer contributions
- $192,731
- Participant contributions
- $547,694
- Total contributions
- $984,332
- Total income / additions
- $1,472,323
Expenses & distributions
- Benefits paid
- $523,111
- Administrative expenses
- $41,146
- Total expenses
- $627,597
- Net increase / (decrease)
- $844,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trademark Capital Management, Inc. | INVESTMENT ADVISOR | $17,932 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $15,314 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,888 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Courtesy Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Conyers, GA
- Trademark Capital Management, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation