Family Ford, Inc. Dba Brandon Ford 401(K) Plan — Form 5500 plan (Family Ford, Inc. Dba Brandon Ford)
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, Family Ford, Inc. Dba Brandon Ford 401(K) Plan is a benefit plan reported by Family Ford, Inc. Dba Brandon Ford under EIN 59-3043050 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $13,029,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Ford, Inc. Dba Brandon Ford
- EIN
- 59-3043050
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $13,029,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20240805111925NAL0001987200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,029,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,029,644
- Net assets (BOY)
- $9,977,128
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,071,910
- Total contributions
- $1,092,518
- Total income / additions
- $4,072,599
Expenses & distributions
- Benefits paid
- $964,670
- Administrative expenses
- $34,170
- Total expenses
- $1,020,083
- Net increase / (decrease)
- $3,052,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Duncan Accounting & Tax Services | N/A | $14,711 | $10,000 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $19,684 | $0 | 2023 |
| Centaurus Financial Inc. | N/A | $0 | $17,384 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,313 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Ford, Inc. Dba Brandon Ford
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Duncan Accounting & Tax Services — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Centaurus Financial Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation