Bob Thomas Dealerships 401k Plan — Form 5500 plan (Capitol City Ford 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 401k Plan is a benefit plan reported by Capitol City Ford Inc. under EIN 35-1606784 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $15,216,162 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.2MPlan net assets, end of year$15,216,162
Participants296Covered participants reported
Assets / participant$51.4KComputed: assets ÷ participants$51,406 (computed)
Provider compensation$26.6K3 Schedule C provider row(s)$26,621
- Plan sponsor
- Capitol City Ford Inc.
- EIN
- 35-1606784
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240828125422NAL0019619984001 |
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)$15.2M total assets
Net assets$15.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,216,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,162
- Net assets (BOY)
- $12,763,237
Income & contributions
- Employer contributions
- $141,473
- Participant contributions
- $1,011,164
- Total contributions
- $1,374,843
- Total income / additions
- $4,162,452
Expenses & distributions
- Benefits paid
- $1,685,533
- Administrative expenses
- $19,722
- Total expenses
- $1,709,527
- Net increase / (decrease)
- $2,452,925
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcm Cpas & Advisors Llp | NONE | $9,400 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors | NONE | $8,900 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $2,372 | $5,949 | 2023 |