Tamiami Ford, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tamiami 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, Tamiami Ford, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tamiami Ford, Inc. under EIN 59-1480120 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $7,793,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tamiami Ford, Inc.
- EIN
- 59-1480120
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $7,793,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241008080219NAL0028123104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,793,540
- Net assets (EOY)
- $7,793,540
- Net assets (BOY)
- $6,153,800
Income & contributions
- Employer contributions
- $166,233
- Participant contributions
- $1,079,879
- Total contributions
- $1,246,112
- Total income / additions
- $2,328,135
Expenses & distributions
- Benefits paid
- $648,979
- Administrative expenses
- $39,416
- Total expenses
- $688,395
- Net increase / (decrease)
- $1,639,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. Dba 401k | INVESTMENT ADVISOR | $23,581 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $15,358 | not reported in the loaded dataset | 2023 |
| Pension Financial Services, Inc. | CONTRACT ADMIN | $0 | $6,958 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tamiami Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Nfp Retirement Inc. Dba 401k — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation