Bozard Ford Company Employees' 401(K) Savings & Protection Plan — Form 5500 plan (Bozard Ford Company)
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, Bozard Ford Company Employees' 401(K) Savings & Protection Plan is a benefit plan reported by Bozard Ford Company under EIN 59-1741580 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $6,632,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bozard Ford Company
- EIN
- 59-1741580
- Plan number
- 001
- Plan type
- 2
- Location
- St. Augustine, FL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $6,632,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241231095244NAL0010742867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,632,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,632,733
- Net assets (BOY)
- $4,877,849
Income & contributions
- Employer contributions
- $127,237
- Participant contributions
- $863,067
- Total contributions
- $990,304
- Total income / additions
- $1,839,837
Expenses & distributions
- Benefits paid
- $47,366
- Administrative expenses
- $4,273
- Total expenses
- $84,953
- Net increase / (decrease)
- $1,754,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Solutions Specialists | CONTRACT ADMIN | $3,646 | $2,614 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $684 | $0 | 2023 |