2023 Form 5500 filing — Mccombs Automotive Group Employee Capital Accmulation Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926093627NAL0000303747001) for Mccombs Automotive Group Employee Capital Accmulation Plan, reported by Mccombs Hfc, Ltd. Dba Red Mccombs Ford under EIN 74-2750577 and plan number 001. It reports 1,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926093627NAL0000303747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mccombs Hfc, Ltd. Dba Red Mccombs Ford
- EIN
- 74-2750577
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 1,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,930,987
- Net assets (EOY)
- $55,930,987
- Employer contributions
- $993,883
- Participant contributions
- $3,094,210
- Total income / additions
- $12,211,584
- Benefits paid
- $3,182,856
- Total expenses
- $3,182,856
- Net increase / (decrease)
- $9,028,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | TPA | $41,648 | not reported in the loaded dataset |
| Forvis Mazars Llp | NONE | $17,325 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | NONE | $5,059 | not reported in the loaded dataset |