2023 Form 5500 filing — Bob Bell Automotive Group 401(K) Plan And Trust
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 20250303090136NAL0002740467001) for Bob Bell Automotive Group 401(K) Plan And Trust, reported by Bob Bell Automotive Group under EIN 52-1707084 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303090136NAL0002740467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Bell Automotive Group
- EIN
- 52-1707084
- Plan number
- 001
- Location
- Glen Burnie, MD
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,823,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,823,642
- Employer contributions
- $143,781
- Participant contributions
- $1,314,528
- Total income / additions
- $3,215,068
- Benefits paid
- $2,387,563
- Administrative expenses
- $72,297
- Total expenses
- $2,545,519
- Net increase / (decrease)
- $669,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $37,606 | $0 |
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $34,689 | $0 |