2023 Form 5500 filing — Peter Boulware Toyota 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011160956NAL0022292833001) for Peter Boulware Toyota 401(K) Plan, reported by Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota under EIN 59-3763551 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160956NAL0022292833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota
- EIN
- 59-3763551
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,100,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,100,826
- Employer contributions
- $115,751
- Participant contributions
- $701,421
- Total income / additions
- $1,190,266
- Benefits paid
- $232,906
- Administrative expenses
- $35,666
- Total expenses
- $274,650
- Net increase / (decrease)
- $915,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lanigan And Assoc. | CONTRACT ADMIN | $19,100 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,021 | $0 |
| Dyatech | CONTRACT ADMIN | $1,405 | $1,288 |