Chalmers Ford 401(K) Plan — Form 5500 plan (Chalmers Ford, 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, Chalmers Ford 401(K) Plan is a benefit plan reported by Chalmers Ford, Inc. under EIN 85-0428532 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $7,143,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chalmers Ford, Inc.
- EIN
- 85-0428532
- Plan number
- 001
- Plan type
- 2
- Location
- Rio Rancho, NM
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $7,143,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241015125724NAL0049494096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,143,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,143,486
- Net assets (BOY)
- $6,463,810
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $917,825
- Total contributions
- $1,017,325
- Total income / additions
- $1,940,122
Expenses & distributions
- Benefits paid
- $1,199,568
- Administrative expenses
- $62,203
- Total expenses
- $1,260,446
- Net increase / (decrease)
- $679,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Heartland Consultants Inc | OTHER | $32,849 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,606 | $0 | 2023 |
| National Automobile Dealers Associa | OTHER | $7,811 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,821 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $1,302 | not reported in the loaded dataset | 2023 |
| Northeast Retirement Services, Inc. | OTHER | $814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chalmers Ford, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Rio Rancho, NM
- First Heartland Consultants Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- National Automobile Dealers Associa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Northeast Retirement Services, Inc. — Schedule C compensation