Allan Vigil Ford Lincoln 401(K) Profit Sharing Plan — Form 5500 plan (Allan Vigil Ford Lincoln, 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, Allan Vigil Ford Lincoln 401(K) Profit Sharing Plan is a benefit plan reported by Allan Vigil Ford Lincoln, Inc. under EIN 58-1606549 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $10,142,770 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.1MPlan net assets, end of year$10,142,770
Participants304Covered participants reported
Assets / participant$33.4KComputed: assets ÷ participants$33,364 (computed)
Provider compensation$59.3K2 Schedule C provider row(s)$59,256
- Plan sponsor
- Allan Vigil Ford Lincoln, Inc.
- EIN
- 58-1606549
- Plan number
- 001
- Plan type
- 2
- Location
- Morrow, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241015161242NAL0048844400001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,142,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,142,770
- Net assets (BOY)
- $10,162,493
Income & contributions
- Employer contributions
- $97,548
- Participant contributions
- $572,640
- Total contributions
- $670,188
- Total income / additions
- $2,182,904
Expenses & distributions
- Benefits paid
- $2,134,769
- Administrative expenses
- $59,257
- Total expenses
- $2,202,627
- Net increase / (decrease)
- -$19,723
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $34,130 | $0 | 2023 |
| Cambridge Investment Research, Inc. | INVESTMENT/FINANCIAL ADVI | $25,126 | $0 | 2023 |