Hacienda Ford Inc. 401(K) Plan — Form 5500 plan (Yoder Ford, Inc. Dba Hacienda 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, Hacienda Ford Inc. 401(K) Plan is a benefit plan reported by Yoder Ford, Inc. Dba Hacienda Ford under EIN 74-2606273 and plan number 001. The latest loaded filing year is 2023. The filing reports 497 participants and $6,577,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yoder Ford, Inc. Dba Hacienda Ford
EIN
74-2606273
Plan number
001
Plan type
2
Location
Edinburg, TX
Latest filing year
2023
Participants
497
End-of-year plan assets
$6,577,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023497H, C20241014120902NAL0013253795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,577,097
Total liabilities (EOY)
$0
Net assets (EOY)
$6,577,097
Net assets (BOY)
$4,687,816

Income & contributions

Employer contributions
$402,907
Participant contributions
$896,133
Total contributions
$1,427,915
Total income / additions
$2,320,261

Expenses & distributions

Benefits paid
$338,158
Administrative expenses
$44,970
Total expenses
$430,980
Net increase / (decrease)
$1,889,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORD KEEPER$44,970$02023
Pensionmark Financial Group LLCSERVICE PROVIDER$0$19,7932023

Related Form 5500 pages