Department of Labor filing

FORD STORAGE AND MOVING COMPANY

FORD STORAGE AND MOVING COMPANY 401(K) PROFIT SHARING PLAN · For the plan year ended Jun 30, 2024

Public filing 2023 · received Jan 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$336

Reported employer contributions per active participant.

Higher than about 16% of comparable plans

#People in the filing

159

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 6.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2023—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions16th percentileTypical peer $1,190 · based on 101 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $113 · based on 104 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2024, FORD STORAGE AND MOVING COMPANY reported $53,481 in employer contributions across the plan and 159 active participants. That works out to $336 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 16.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $53,481
Participant contributions: $255,359
Other contributions: $642
Employer share of reported contributions: 17.3%
Beginning assets: $1,873,975
Ending assets: $1,998,581
Ending net assets: $1,998,581
Ending liabilities: $0
Total income: $525,009
Total expenses: $400,403
Administrative expenses: $0
Participant loans: $113,456

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$402

2023

$336

Plan-paid administrative expenses per participant

2022

2023

Active participants

2022

148

2023

159

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$336	159	2M	20250106091008NAL0007793793001
2022	$402	148	1.9M	20240126121706NAL0020964656001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 5.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 470362786-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1989
Industry: Industry group 493
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20250106091008NAL0007793793001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗