Bartow Ford Co. 401(K) Retirement Plan — Form 5500 plan (Bartow Ford Co.)
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, Bartow Ford Co. 401(K) Retirement Plan is a benefit plan reported by Bartow Ford Co. under EIN 59-0687878 and plan number 003. The latest loaded filing year is 2023. The filing reports 275 participants and $13,926,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bartow Ford Co.
- EIN
- 59-0687878
- Plan number
- 003
- Plan type
- 2
- Location
- Bartow, FL
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $13,926,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250103094043NAL0005850672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,926,545
- Total liabilities (EOY)
- $48
- Net assets (EOY)
- $13,926,497
- Net assets (BOY)
- $11,095,594
Income & contributions
- Employer contributions
- $183,005
- Participant contributions
- $1,472,888
- Total contributions
- $1,699,124
- Total income / additions
- $3,521,113
Expenses & distributions
- Benefits paid
- $667,145
- Administrative expenses
- $22,348
- Total expenses
- $690,210
- Net increase / (decrease)
- $2,830,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,223 | $0 | 2023 |