Apple Valley Ford, Inc. 401(k) Plan: Login, Facts & Contact Information

Apple Valley Ford, Inc. 401(k) Plan Facts

Plan name
APPLE VALLEY FORD RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions
Plan sponsor
APPLE VALLEY FORD, INC.
Participants
655 (711 active employees)
Former employees with a balance
196
Plan assets
$33,929,500 at Dec 31, 2024
Average account balance
$47,190 across 719 accounts
Employer contributions
$852,495 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2001
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.05 million went into the plan in contributions, $852,495 of it from the employer (21%).
  • $3.72 million was paid out to participants.
  • Investment and other income added $5.24 million.
  • Administrative expenses were $16,393, about $23 per account.

How the Apple Valley Ford, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019492$15.5 million$389,888$719,362
2020494$20.3 million$408,592$1.39 million
2021590$25.9 million$513,610$858,643
2022578$21.8 million$725,560$1.72 million
2023621$28.4 million$840,387$2.48 million
2024655$33.9 million$852,495$3.72 million

Apple Valley Ford, Inc. 401(k) Contact Information

Phone
952-431-5900
Mailing address
P.O. BOX 240299, APPLE VALLEY MN 55124
Plan sponsor
APPLE VALLEY FORD, INC.
Employer identification number (EIN)
41-1717918
Plan number
002

Questions about the Apple Valley Ford, Inc. 401(k)

Does Apple Valley Ford, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $852,495, 21% of all contributions.

Does the Apple Valley Ford, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Apple Valley Ford, Inc 401(k) plan?

655 participants at the start of plan year 2024, 711 of them active employees, and 196 former employees who still had money in the plan.

What is the average 401(k) balance at Apple Valley Ford, Inc?

About $47,190 per account: $33.9 million in plan assets across 719 accounts with a balance at the end of plan year 2024.

Who manages the Apple Valley Ford, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Apple Valley Ford, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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