Ferguson Pontiac-Gmc, Inc. 401(K) Plan — Form 5500 plan (Ferguson Pontiac-Gmc, 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, Ferguson Pontiac-Gmc, Inc. 401(K) Plan is a benefit plan reported by Ferguson Pontiac-Gmc, Inc. under EIN 73-0763666 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $10,948,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferguson Pontiac-Gmc, Inc.
- EIN
- 73-0763666
- Plan number
- 001
- Plan type
- 2
- Location
- Norman, OK
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $10,948,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241014135848NAL0027490033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,948,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,948,434
- Net assets (BOY)
- $9,377,497
Income & contributions
- Employer contributions
- $77,568
- Participant contributions
- $924,638
- Total contributions
- $1,023,080
- Total income / additions
- $2,731,032
Expenses & distributions
- Benefits paid
- $1,121,878
- Administrative expenses
- $34,911
- Total expenses
- $1,160,095
- Net increase / (decrease)
- $1,570,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,910 | $0 | 2023 |
| Nicol Investors Corporation | OTHER SERVICES | $0 | $180 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ferguson Pontiac-Gmc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Norman, OK
- Principal Life Insurance Company — Schedule C compensation
- Nicol Investors Corporation — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation