Bob Thomas Dealerships Employee Benefit Trust — Form 5500 plan (Dimension Lincoln-Mercury, 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, Bob Thomas Dealerships Employee Benefit Trust is a benefit plan reported by Dimension Lincoln-Mercury, Inc. under EIN 35-1491400 and plan number 511. The latest loaded filing year is 2023. The filing reports 164 participants and $632 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$1MPlan net assets, end of year-$1,014,904
Participants164Covered participants reported
Assets / participant$4Computed: assets ÷ participants$4 (computed)
Provider compensation$11.3K1 Schedule C provider row(s)$11,286
Plan sponsor
Dimension Lincoln-Mercury, Inc.
EIN
35-1491400
Plan number
511
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    164 participants · 2Sch HSch C
    View filing →
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)$632 total assets
Net assets-$1MLiabilities$1M
Money in vs. money out
Total income / additions$2.1M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$1.3M
Participant$777.8K
Full reported line items

Net assets

Total assets (EOY)
$632
Total liabilities (EOY)
$1,015,536
Net assets (EOY)
-$1,014,904
Net assets (BOY)
-$371,327

Income & contributions

Employer contributions
$1,306,629
Participant contributions
$777,761
Total contributions
$2,084,390
Total income / additions
$2,084,390

Expenses & distributions

Benefits paid
$2,680,757
Administrative expenses
$47,210
Total expenses
$2,727,967
Net increase / (decrease)
-$643,577
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.

Contribution share (employer vs. participant)
Employer 63%Participant 37%
Benefits paid ÷ total income129%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $11.3K

What to inspect next

Frequently asked questions

Who sponsors the Bob Thomas Dealerships Employee Benefit Trust?
Bob Thomas Dealerships Employee Benefit Trust is reported as sponsored by Dimension Lincoln-Mercury, Inc. (EIN 35-1491400, plan number 511) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bob Thomas Dealerships Employee Benefit Trust?
The latest Form 5500 filing year loaded for Bob Thomas Dealerships Employee Benefit Trust is 2023.
How many participants does Bob Thomas Dealerships Employee Benefit Trust report?
Bob Thomas Dealerships Employee Benefit Trust reports 164 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bob Thomas Dealerships Employee Benefit Trust?
Bob Thomas Dealerships Employee Benefit Trust reports $632 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages