Plan5500

Bob Moore & Affiliates Retirement Savings Plan — Form 5500 plan (Bob Moore Auto Group, LLC)

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 Moore & Affiliates Retirement Savings Plan is a benefit plan reported by Bob Moore Auto Group, LLC under EIN 73-1596059 and plan number 001. The latest loaded filing year is 2023. The filing reports 905 participants and $40,561,814 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.5MPlan net assets, end of year$40,489,291
Participants905Covered participants reported
Assets / participant$44.8KComputed: assets ÷ participants$44,820 (computed)
Provider compensation$142K2 Schedule C provider row(s)$142,009
Plan sponsor
Bob Moore Auto Group, LLC
EIN
73-1596059
Plan number
001
Plan type
2
Location
Oklahoma City, OK
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
    905 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)$40.6M total assets
Net assets$40.5MLiabilities$72.5K
Money in vs. money out
Total income / additions$11M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$990.3K
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$40,561,814
Total liabilities (EOY)
$72,523
Net assets (EOY)
$40,489,291
Net assets (BOY)
$32,856,775

Income & contributions

Employer contributions
$990,303
Participant contributions
$3,569,143
Total contributions
$4,602,966
Total income / additions
$10,951,679

Expenses & distributions

Benefits paid
$3,169,266
Administrative expenses
$148,054
Total expenses
$3,319,163
Net increase / (decrease)
$7,632,516
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 22%Participant 78%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Bokf, Na$114K
    TRUSTEE · Direct $114K · Indirect $0
  2. 2
    Plexus Financial Services, LLC$28K
    INVESTMENT MANAGER · Direct $28K

What to inspect next

Frequently asked questions

Who sponsors the Bob Moore & Affiliates Retirement Savings Plan?
Bob Moore & Affiliates Retirement Savings Plan is reported as sponsored by Bob Moore Auto Group, LLC (EIN 73-1596059, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bob Moore & Affiliates Retirement Savings Plan?
The latest Form 5500 filing year loaded for Bob Moore & Affiliates Retirement Savings Plan is 2023.
How many participants does Bob Moore & Affiliates Retirement Savings Plan report?
Bob Moore & Affiliates Retirement Savings Plan reports 905 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bob Moore & Affiliates Retirement Savings Plan?
Bob Moore & Affiliates Retirement Savings Plan reports $40,561,814 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