2PL to 5PL

Originally, the F-E-G operated as a 2PL carrier service, having transported freight in 48 U.S. states and Canada. 

On January 1, 2022, re-structured from a 2PL to a nationally certified Best Value (Merit-Based) Research & Science 5PL model:

D-U-N-S 015991216, UEI/SAM DLRMJUQKMU45, CAGE code 9R4B4 

and Certified by the U.S. Black Chambers, Inc. 

How F-E-G Qualifies as a Research and Science 5PL

The F-E-G’s 5PL model acts as a strategic partner, using cutting-edge technology and innovative solutions to convert an invoice’s QRE data into an immediate tax credit. This differs from traditional logistic models (such as 3PL or 4PL)

and is accomplished by specifically emphasizing scientific research and development (R&D)

as a means to qualify for tax benefits and promote economic growth.

The 5PL Advantage and SMaRTi® Process Overview

In essence, while traditional logistics models may face regulatory limitations that restrict the immediate benefit of R&D tax credits, F-E-G’s 5PL structure—under NAICS 541614— combined with its SMaRTi® process, distinguishes it from traditional 1PL, 2PL, 3PL, or 4PL models. The advanced integration of real‑time, patented compliance, and automated tax incentive infusion means that every dollar spent on qualified research is immediately transformed into a 100 percent dollar-for-dollar tax credit.

Advances research, development, and supply chain optimization:

• Immediate liquidity and tax liability reduction without aggregation delays.
• No artificial caps, deferred credit challenges, or limitations imposed by conventional accounting cycles.
• A fully auditable, transparent compliance trail that satisfies stringent IRS documentation and verification requirements.

The Ford Enterprises Group (F-E-G) qualifies as a Certified Research and Science 5PL under IRS rules

due to its proprietary Strategic Management and Research Technology infusion (SMaRTi™) process.

 

Here’s how it meets the criteria:

• R&D Tax Incentives: F-E-G invests in scientific research and development to optimize invoicing processes using advanced technologies. These activities qualify for R&D tax credits under IRS Code Section 41, which incentivizes innovation.

• Tax Incentive Integration: The SMaRTi™ process embeds tax incentives directly into the invoicing system. This transforms tax-deferred liabilities into dollar-for-dollar redeemable tax credits, ensuring compliance with IRS regulations.

• Environmental and Economic Sustainability: By adopting energy-efficient and eco-friendly invoicing technologies, F-E-G qualifies for additional tax incentives aimed at reducing environmental impact and promoting sustainability.

• Compliance and Accountability: The SMaRTi™ system ensures measurable compliance with federal regulations, creating a transparent and auditable process for stakeholders under Public Law 95-507 and the Code of Federal Regulations satisfying the requirements of IRC §6001.

• Innovation and Automation: F-E-G’s use of AI and automation in its invoicing processes enhances efficiency and accuracy, aligning with IRS guidelines for technological advancement; applicable to entities with an invoicing process and D-U-N-S number seeking to transform its tax-deferred liabilities into exponential, redeemable, tax refundable credits and incentives.

 Research:

MIT Sloan Management Review, Boston Consulting Group, McKinsey & Company, Tarrant County College,

The Harvard Business Review,  The University of Maryland@College Park and Forbes

   

This SMaRTi® automated innovation identifies and quantifies every qualified research expense (QRE) as soon as it is captured

on an invoice. Not only does it qualify F-E-G as a Research and Science 5PL provider as a technology-driven,

research-centric entity but it also positions it as a leader in leveraging logistics for economic & environmental benefits.