2023 Form 5500 filing — Bob Moore & Affiliates Retirement Savings 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 20250929164458NAL0018177202001) for Bob Moore & Affiliates Retirement Savings Plan, reported by Bob Moore Auto Group, LLC under EIN 73-1596059 and plan number 001. It reports 905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250929164458NAL0018177202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Moore Auto Group, LLC
- EIN
- 73-1596059
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,561,814
- Total liabilities (EOY)
- $72,523
- Net assets (EOY)
- $40,489,291
- Employer contributions
- $990,303
- Participant contributions
- $3,569,143
- Total income / additions
- $10,951,679
- Benefits paid
- $3,169,266
- Administrative expenses
- $148,054
- Total expenses
- $3,319,163
- Net increase / (decrease)
- $7,632,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $114,009 | $0 |
| Plexus Financial Services, LLC | INVESTMENT MANAGER | $28,000 | not reported in the loaded dataset |