Original filing (PDF)20240731185018NAL0022945713001

JIM VREELAND FORD

Name: JIM VREELAND FORD — JIM VREELAND FORD 401-K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JIM VREELAND FORD

Form 5500-SF

FILING_RECEIVED

JIM VREELAND FORD 401-K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM VREELAND FORD.

Plan sponsor

Name

JIM VREELAND FORD

EIN

77-0105110

Address

340 E. HIGHWAY 246 · BUELLTON, CA · 93427

Phone

(805) 688-7700

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

PRINCE OF ALBANY, INC.

PRINCE OF ALBANY, INC. 401(K) PLAN

$1.3M · 39 participants

MCNEILL CHEVROLET, INC.

MCNEILL CHEVROLET, INC. 401(K) PLAN

$1.3M · 14 participants

KEYSER AND MILLER FORD, INC.

KEYSER AND MILLER FORD, INC. 401(K) PLAN

$1.3M · 29 participants

DUNPHY MOTORS, INC.

DUNPHY FORD/SUBARU PROFIT SHARING 401(K) PLAN

$1.3M · 18 participants

AUTOMALL, INC.

AUTOMALL, INC. 401(K) PLAN

$1.3M · 45 participants