Original filing (PDF)20230912120801NAL0020750129001

VALONE FORD LINCOLN, INC.

Name: VALONE FORD LINCOLN, INC. — VALONE FORD LINCOLN, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2022)
Creator: VALONE FORD LINCOLN, INC.

Form 5500-SF

FILING_RECEIVED

VALONE FORD LINCOLN, INC. 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALONE FORD LINCOLN, INC..

Plan sponsor

Name

VALONE FORD LINCOLN, INC.

EIN

26-1719128

Address

10312 ROUTE 60 · FREDONIA, NY · 14063

Phone

(716) 679-1111

Industry

Wholesale Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES,LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-09-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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