How big is Merrill R. Swartz, Inc. DBA Ford Insurance's plan?

Merrill R. Swartz, Inc. DBA Ford Insurance's plan reported $16K in assets and 9 participants for 2024.

Original filing (PDF)20250925103102NAL0019153490001

Merrill R. Swartz, Inc. DBA Ford Insurance

Name: Merrill R. Swartz, Inc. DBA Ford Insurance — Form 5500 Plan 001 (2024)
Creator: Merrill R. Swartz, Inc. DBA Ford Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ford Insurance 401(k) Plan

401(k) retirement plan · Merrill R. Swartz, Inc. DBA Ford Insurance's Ford Insurance 401(k) Plan held $16K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Mark Swartz signed Merrill R. Swartz, Inc. DBA Ford Insurance's 2024 Form 5500 as plan administrator.

Mark Swartz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Merrill R. Swartz, Inc. DBA Ford Insurance's EIN is 59-2417652.

EIN 59-2417652

Plan number 001

Plan year 2024

ACK ID 20250925103102NAL0019153490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merrill R. Swartz, Inc. DBA Ford Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merrill R. Swartz, Inc. DBA Ford Insurance's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRILL R. SWARTZ, INC. DBA FORD INSURANCE.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off