2023 Form 5500 filing — Bobcat Enterprises, Inc. 401(K) Retirement 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 20241015133229NAL0016498755001) for Bobcat Enterprises, Inc. 401(K) Retirement Plan, reported by Bobcat Enterprises, Inc. under EIN 31-0860716 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.6MReported net assets$13,582,745
Participants180
Provider compensation$24.2K2 Schedule C row(s)$24,172
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015133229NAL0016498755001
- Plan sponsor
- Bobcat Enterprises, Inc.
- EIN
- 31-0860716
- Plan number
- 001
- Location
- West Chester, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.6M total assets
Net assets$13.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,582,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,582,745
- Employer contributions
- $107,462
- Participant contributions
- $600,682
- Total income / additions
- $2,886,600
- Benefits paid
- $490,114
- Administrative expenses
- $25,729
- Total expenses
- $515,843
- Net increase / (decrease)
- $2,370,757
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thomas Flood | SERVICE PROVIDER | $18,378 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | THIRD PARTY ADMINISTRATO | $0 | $5,794 |