2023 Form 5500 filing — Bob-Boyd Auto Family Salary Deferral 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 20241015061453NAL0056346690001) for Bob-Boyd Auto Family Salary Deferral Plan, reported by Bob Boyd Auto Family under EIN 31-0794810 and plan number 004. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061453NAL0056346690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Boyd Auto Family
- EIN
- 31-0794810
- Plan number
- 004
- Location
- Columbus, OH
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,494,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,494,185
- Employer contributions
- $117,050
- Participant contributions
- $621,296
- Total income / additions
- $2,014,338
- Benefits paid
- $562,351
- Administrative expenses
- $53,997
- Total expenses
- $618,711
- Net increase / (decrease)
- $1,395,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Joseph Group, LLC | INVESTMENT ADVISOR | $32,496 | not reported in the loaded dataset |
| July Business Services, LLC | RECORDKEEPER | $11,874 | not reported in the loaded dataset |