Plan5500

Mccombs Automotive Group Employee Capital Accmulation Plan — Form 5500 plan (Mccombs Hfc, Ltd. Dba Red Mccombs Ford)

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, Mccombs Automotive Group Employee Capital Accmulation Plan is a benefit plan reported by Mccombs Hfc, Ltd. Dba Red Mccombs Ford under EIN 74-2750577 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,071 participants and $55,930,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mccombs Hfc, Ltd. Dba Red Mccombs Ford
EIN
74-2750577
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
1,071
End-of-year plan assets
$55,930,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,071H, C20240926093627NAL0000303747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,930,987
Net assets (EOY)
$55,930,987
Net assets (BOY)
$46,902,259

Income & contributions

Employer contributions
$993,883
Participant contributions
$3,094,210
Total contributions
$4,204,037
Total income / additions
$12,211,584

Expenses & distributions

Benefits paid
$3,182,856
Total expenses
$3,182,856
Net increase / (decrease)
$9,028,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti LLCTPA$41,648not reported in the loaded dataset2023
Forvis Mazars LlpNONE$17,325not reported in the loaded dataset2023
Mid Atlantic Trust CompanyNONE$5,059not reported in the loaded dataset2023

Related Form 5500 pages