EDSEL & ELEANOR FORD HOUSE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDSEL & ELEANOR FORD HOUSE 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,074,863 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $494,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $478,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $436,245 |
| Value of total assets at end of year | 2023-12-31 | $5,863,670 |
| Value of total assets at beginning of year | 2023-12-31 | $5,283,210 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $15,919 |
| Total interest from all sources | 2023-12-31 | $1,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $171,452 |
| Participant contributions at end of year | 2023-12-31 | $34,254 |
| Participant contributions at beginning of year | 2023-12-31 | $46,394 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $580,460 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,863,670 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,283,210 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,919 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,451,384 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,806,379 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $633,255 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $541,443 |
| Interest on participant loans | 2023-12-31 | $1,809 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,582,325 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,748,414 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $636,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $264,793 |
| Employer contributions (assets) at end of year | 2023-12-31 | $162,452 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $140,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $478,484 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-12-31 | 381357951 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,074,863 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $494,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $478,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $436,245 |
| Value of total assets at end of year | 2023-01-01 | $5,863,670 |
| Value of total assets at beginning of year | 2023-01-01 | $5,283,210 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $15,919 |
| Total interest from all sources | 2023-01-01 | $1,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $171,452 |
| Participant contributions at end of year | 2023-01-01 | $34,254 |
| Participant contributions at beginning of year | 2023-01-01 | $46,394 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $580,460 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,863,670 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $5,283,210 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,919 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,451,384 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,806,379 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $633,255 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $541,443 |
| Interest on participant loans | 2023-01-01 | $1,809 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,582,325 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,748,414 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $636,809 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $264,793 |
| Employer contributions (assets) at end of year | 2023-01-01 | $162,452 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $140,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $478,484 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2023-01-01 | 381357951 |
| 2022 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-206,167 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $802,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $786,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $459,410 |
| Value of total assets at end of year | 2022-12-31 | $5,283,210 |
| Value of total assets at beginning of year | 2022-12-31 | $6,292,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,511 |
| Total interest from all sources | 2022-12-31 | $2,617 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $204,659 |
| Participant contributions at end of year | 2022-12-31 | $46,394 |
| Participant contributions at beginning of year | 2022-12-31 | $59,875 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $7,683 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,009,052 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,283,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,292,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $16,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,806,379 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,627,543 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $541,443 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $707,018 |
| Interest on participant loans | 2022-12-31 | $2,617 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,748,414 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,703,849 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-668,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $247,068 |
| Employer contributions (assets) at end of year | 2022-12-31 | $140,580 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $193,977 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $786,374 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2022-12-31 | 381357951 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-206,167 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $802,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $786,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $459,410 |
| Value of total assets at end of year | 2022-01-01 | $5,283,210 |
| Value of total assets at beginning of year | 2022-01-01 | $6,292,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,511 |
| Total interest from all sources | 2022-01-01 | $2,617 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $204,659 |
| Participant contributions at end of year | 2022-01-01 | $46,394 |
| Participant contributions at beginning of year | 2022-01-01 | $59,875 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $7,683 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,009,052 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,283,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,292,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $16,511 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,806,379 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,627,543 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $541,443 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $707,018 |
| Interest on participant loans | 2022-01-01 | $2,617 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,748,414 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,703,849 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-668,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $247,068 |
| Employer contributions (assets) at end of year | 2022-01-01 | $140,580 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $193,977 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $786,374 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2022-01-01 | 381357951 |
| 2021 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,089,996 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $948,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $904,793 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $25,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $495,812 |
| Value of total assets at end of year | 2021-12-31 | $6,292,262 |
| Value of total assets at beginning of year | 2021-12-31 | $6,150,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,261 |
| Total interest from all sources | 2021-12-31 | $2,795 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $18,261 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $195,974 |
| Participant contributions at end of year | 2021-12-31 | $59,875 |
| Participant contributions at beginning of year | 2021-12-31 | $75,151 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,546 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $141,840 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,292,262 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,150,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,627,543 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,481,340 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $707,018 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $661,594 |
| Interest on participant loans | 2021-12-31 | $2,795 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,703,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,800,764 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $591,389 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $293,292 |
| Employer contributions (assets) at end of year | 2021-12-31 | $193,977 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $131,573 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $904,793 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2021-12-31 | 381357951 |
| 2020 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 2020-12-31 | $149,091 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $967,273 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $241,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $241,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $402,419 |
| Value of total assets at end of year | 2020-12-31 | $6,150,422 |
| Value of total assets at beginning of year | 2020-12-31 | $5,573,348 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $3,100 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $184,822 |
| Participant contributions at end of year | 2020-12-31 | $75,151 |
| Participant contributions at beginning of year | 2020-12-31 | $88,017 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,867 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $726,165 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,150,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,573,348 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,481,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,266,294 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $661,594 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $291,679 |
| Interest on participant loans | 2020-12-31 | $3,100 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,800,764 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,770,782 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $561,754 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $206,730 |
| Employer contributions (assets) at end of year | 2020-12-31 | $131,573 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $156,576 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $241,108 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2020-12-31 | 381357951 |
| 2019 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,266,555 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,294,758 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,294,758 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $534,296 |
| Value of total assets at end of year | 2019-12-31 | $5,573,348 |
| Value of total assets at beginning of year | 2019-12-31 | $5,601,551 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $4,642 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $207,310 |
| Participant contributions at end of year | 2019-12-31 | $88,017 |
| Participant contributions at beginning of year | 2019-12-31 | $87,899 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $79,598 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-28,203 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,573,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,601,551 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,266,294 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,290,392 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $291,679 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $248,665 |
| Interest on participant loans | 2019-12-31 | $4,642 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,770,782 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,784,153 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $727,617 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $247,388 |
| Employer contributions (assets) at end of year | 2019-12-31 | $156,576 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $190,442 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,294,758 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2019-12-31 | 381357951 |
| 2018 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $445,224 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,144,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,144,154 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $648,410 |
| Value of total assets at end of year | 2018-12-31 | $5,601,551 |
| Value of total assets at beginning of year | 2018-12-31 | $6,300,481 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $3,960 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $13,706 |
| Contributions received from participants | 2018-12-31 | $265,271 |
| Participant contributions at end of year | 2018-12-31 | $87,899 |
| Participant contributions at beginning of year | 2018-12-31 | $77,543 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $68,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $13,706 |
| Value of net income/loss | 2018-12-31 | $-698,930 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,601,551 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,300,481 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,290,392 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,024,487 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $248,665 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $274,867 |
| Interest on participant loans | 2018-12-31 | $3,960 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,784,153 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,718,299 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-207,146 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $300,825 |
| Employer contributions (assets) at end of year | 2018-12-31 | $190,442 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $205,285 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,144,154 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2018-12-31 | 381357951 |
| 2017 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,269,097 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $87,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $87,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $654,458 |
| Value of total assets at end of year | 2017-12-31 | $6,300,481 |
| Value of total assets at beginning of year | 2017-12-31 | $5,118,998 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $530 |
| Total interest from all sources | 2017-12-31 | $4,496 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $64,286 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $64,286 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $15,626 |
| Contributions received from participants | 2017-12-31 | $268,546 |
| Participant contributions at end of year | 2017-12-31 | $77,543 |
| Participant contributions at beginning of year | 2017-12-31 | $132,424 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $59,236 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,181,483 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,300,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,118,998 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,024,487 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,904,779 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $274,867 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $242,100 |
| Interest on participant loans | 2017-12-31 | $4,496 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,718,299 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $1,651,945 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $480,121 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $65,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $326,676 |
| Employer contributions (assets) at end of year | 2017-12-31 | $205,285 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $187,750 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $87,084 |
| Contract administrator fees | 2017-12-31 | $530 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2017-12-31 | 381357951 |
| 2016 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $769,734 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $72,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $71,277 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $519,423 |
| Value of total assets at end of year | 2016-12-31 | $5,118,998 |
| Value of total assets at beginning of year | 2016-12-31 | $4,421,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $729 |
| Total interest from all sources | 2016-12-31 | $6,069 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $63,469 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $63,469 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $1,920 |
| Contributions received from participants | 2016-12-31 | $248,535 |
| Participant contributions at end of year | 2016-12-31 | $132,424 |
| Participant contributions at beginning of year | 2016-12-31 | $72,825 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $9,871 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $270,888 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $697,728 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,118,998 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,421,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,904,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,328,167 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $242,100 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $233,740 |
| Interest on participant loans | 2016-12-31 | $6,069 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,651,945 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,605,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $143,720 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $37,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Employer contributions (assets) at end of year | 2016-12-31 | $187,750 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $170,938 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $71,277 |
| Contract administrator fees | 2016-12-31 | $729 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2016-12-31 | 381357951 |
| 2015 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $598,341 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $247,116 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $238,007 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $573,565 |
| Value of total assets at end of year | 2015-12-31 | $4,421,270 |
| Value of total assets at beginning of year | 2015-12-31 | $4,070,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $9,109 |
| Total interest from all sources | 2015-12-31 | $3,763 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $61,650 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $61,650 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $1,920 |
| Contributions received from participants | 2015-12-31 | $231,631 |
| Participant contributions at end of year | 2015-12-31 | $72,825 |
| Participant contributions at beginning of year | 2015-12-31 | $107,885 |
| Participant contributions at end of year | 2015-12-31 | $9,871 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $97,316 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $351,225 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,421,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,070,045 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,328,167 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,089,587 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $233,740 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $245,777 |
| Interest on participant loans | 2015-12-31 | $3,763 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,605,729 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,561,519 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-28,652 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-11,985 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $244,618 |
| Employer contributions (assets) at end of year | 2015-12-31 | $170,938 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $65,277 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $238,007 |
| Contract administrator fees | 2015-12-31 | $9,109 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2015-12-31 | 381357951 |
| 2014 : EDSEL & ELEANOR FORD HOUSE 403(B) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,830 |
| Total income from all sources (including contributions) | 2014-12-31 | $253,129 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $284,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $284,715 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $202,863 |
| Value of total assets at end of year | 2014-12-31 | $4,070,045 |
| Value of total assets at beginning of year | 2014-12-31 | $4,103,566 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $105 |
| Total interest from all sources | 2014-12-31 | $2,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $30,440 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $30,440 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $1,830 |
| Contributions received from participants | 2014-12-31 | $119,522 |
| Participant contributions at end of year | 2014-12-31 | $107,885 |
| Participant contributions at beginning of year | 2014-12-31 | $116,843 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,830 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-31,691 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,070,045 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,101,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,089,587 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,003,806 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $245,777 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $292,193 |
| Interest on participant loans | 2014-12-31 | $2,725 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,561,519 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,529,946 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $17,036 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $65 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $83,341 |
| Employer contributions (assets) at end of year | 2014-12-31 | $65,277 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $160,778 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $284,715 |
| Contract administrator fees | 2014-12-31 | $105 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2014-12-31 | 381357951 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,830 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $849,463 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $203,036 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $202,496 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $485,547 |
| Value of total assets at end of year | 2014-06-30 | $4,103,566 |
| Value of total assets at beginning of year | 2014-06-30 | $3,455,309 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $540 |
| Total interest from all sources | 2014-06-30 | $3,020 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $60,087 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $60,087 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $375,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $226,565 |
| Participant contributions at end of year | 2014-06-30 | $116,843 |
| Participant contributions at beginning of year | 2014-06-30 | $52,784 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $47,433 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $1,830 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $646,427 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $4,101,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,455,309 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $2,003,806 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $1,582,476 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $292,193 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $272,791 |
| Interest on participant loans | 2014-06-30 | $3,020 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $1,529,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $1,539,575 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $257,115 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $43,694 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $211,549 |
| Employer contributions (assets) at end of year | 2014-06-30 | $160,778 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $7,683 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $202,496 |
| Contract administrator fees | 2014-06-30 | $540 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2014-06-30 | 381357951 |