Bob-Boyd Auto Family Salary Deferral Plan — Form 5500 plan (Bob Boyd Auto Family)
Plain-English plan 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, Bob-Boyd Auto Family Salary Deferral Plan is a benefit plan reported by Bob Boyd Auto Family under EIN 31-0794810 and plan number 004. The latest loaded filing year is 2023. The filing reports 139 participants and $9,494,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Boyd Auto Family
- EIN
- 31-0794810
- Plan number
- 004
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $9,494,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241015061453NAL0056346690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,494,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,494,185
- Net assets (BOY)
- $8,098,558
Income & contributions
- Employer contributions
- $117,050
- Participant contributions
- $621,296
- Total contributions
- $738,346
- Total income / additions
- $2,014,338
Expenses & distributions
- Benefits paid
- $562,351
- Administrative expenses
- $53,997
- Total expenses
- $618,711
- Net increase / (decrease)
- $1,395,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Joseph Group, LLC | INVESTMENT ADVISOR | $32,496 | not reported in the loaded dataset | 2023 |
| July Business Services, LLC | RECORDKEEPER | $11,874 | not reported in the loaded dataset | 2023 |