Cherokee Ford, Inc. 401(K) Retirement Plan — Form 5500 plan (Cherokee 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, Cherokee Ford, Inc. 401(K) Retirement Plan is a benefit plan reported by Cherokee Ford, Inc. under EIN 58-1964898 and plan number 002. The latest loaded filing year is 2023. The filing reports 874 participants and $24,183,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cherokee Ford, Inc.
EIN
58-1964898
Plan number
002
Plan type
3
Location
Alpharetta, GA
Latest filing year
2023
Participants
874
End-of-year plan assets
$24,183,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023874H, C20241015161432NAL0016851011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,183,337
Total liabilities (EOY)
$0
Net assets (EOY)
$24,183,337
Net assets (BOY)
$17,948,188

Income & contributions

Employer contributions
$560,319
Participant contributions
$3,272,004
Total contributions
$4,652,597
Total income / additions
$7,944,900

Expenses & distributions

Benefits paid
$1,508,591
Administrative expenses
$145,253
Total expenses
$1,709,751
Net increase / (decrease)
$6,235,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Locust Lane Partners LLCADVISOR$71,420not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$70,562$02023

Related Form 5500 pages