Bob Bell Automotive Group 401(K) Plan And Trust — Form 5500 plan (Bob Bell Automotive Group)
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 Bell Automotive Group 401(K) Plan And Trust is a benefit plan reported by Bob Bell Automotive Group under EIN 52-1707084 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $12,823,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Bell Automotive Group
- EIN
- 52-1707084
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Burnie, MD
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $12,823,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20250303090136NAL0002740467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,823,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,823,642
- Net assets (BOY)
- $12,154,093
Income & contributions
- Employer contributions
- $143,781
- Participant contributions
- $1,314,528
- Total contributions
- $1,458,309
- Total income / additions
- $3,215,068
Expenses & distributions
- Benefits paid
- $2,387,563
- Administrative expenses
- $72,297
- Total expenses
- $2,545,519
- Net increase / (decrease)
- $669,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $37,606 | $0 | 2023 |
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $34,689 | $0 | 2023 |