Natchez Ford 401(K) Plan — Form 5500 plan (Natchez Ford Lincoln Mercury, 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, Natchez Ford 401(K) Plan is a benefit plan reported by Natchez Ford Lincoln Mercury, Inc. under EIN 64-0798235 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $1,474,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natchez Ford Lincoln Mercury, Inc.
- EIN
- 64-0798235
- Plan number
- 001
- Plan type
- 2
- Location
- Natchez, MS
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $1,474,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | I | 20240726091631NAL0015206017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,474,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,474,611
- Net assets (BOY)
- $1,299,313
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $198,324
- Total income / additions
- $402,432
Expenses & distributions
- Benefits paid
- $226,257
- Administrative expenses
- -$1,970
- Total expenses
- $227,134
- Net increase / (decrease)
- $175,298
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.