Bobcat Enterprises, Inc. 401(K) Retirement Plan — Form 5500 plan (Bobcat Enterprises, Inc.)
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, Bobcat Enterprises, Inc. 401(K) Retirement Plan is a benefit plan reported by Bobcat Enterprises, Inc. under EIN 31-0860716 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $13,582,745 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.6MPlan net assets, end of year$13,582,745
Participants180Covered participants reported
Assets / participant$75.5KComputed: assets ÷ participants$75,460 (computed)
Provider compensation$24.2K2 Schedule C provider row(s)$24,172
- Plan sponsor
- Bobcat Enterprises, Inc.
- EIN
- 31-0860716
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241015133229NAL0016498755001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.6M total assets
Net assets$13.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,582,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,582,745
- Net assets (BOY)
- $11,211,988
Income & contributions
- Employer contributions
- $107,462
- Participant contributions
- $600,682
- Total contributions
- $813,501
- Total income / additions
- $2,886,600
Expenses & distributions
- Benefits paid
- $490,114
- Administrative expenses
- $25,729
- Total expenses
- $515,843
- Net increase / (decrease)
- $2,370,757
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thomas Flood | SERVICE PROVIDER | $18,378 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | THIRD PARTY ADMINISTRATO | $0 | $5,794 | 2023 |