Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Charlotte County Ford, Inc ยท Florida ยท Retail Trade

What the 2023 filing shows

Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County holds N/A for 68 participants.

N/A
total plan assets (2022 EOY)
68
covered participants
Total Assets (2023)
N/A
Participants
68
State
Industry
Retail Trade

What the Filing Says About Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County

Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County is a Profit Sharing retirement plan sponsored by Charlotte County Ford, Inc, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 68 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 853587899, and the plan has been effective since 1991-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeProfit Sharing
Employer EIN853587899
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County?
As of the 2022 Form 5500 filing, Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County holds N/A in total assets with 68 participants. It is sponsored by Charlotte County Ford, Inc.
What type of plan is Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County?
Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County is a Profit Sharing plan. It has been effective since 1991-08-01. The plan is filed with the U.S. Department of Labor under EIN 853587899.
Who sponsors the Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County?
Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County is sponsored by Charlotte County Ford, Inc, located in Florida. The sponsor's EIN is 853587899 and the plan operates in the Retail Trade industry.
How did Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County perform in 2022?
Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County held N/A in total assets at the end of 2022.
Where can I find official filings for Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County?
Official Form 5500 filings for Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 853587899 or plan name at efast.dol.gov.
How does Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County compare to other plans?
You can compare Charlotte County Ford Inc Dba Jarrett Ford of Charlotte County against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 853587899.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.