2023 Form 5500 filing — Jim Bass Ford, Inc. 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 20250402084840NAL0009578497001) for Jim Bass Ford, Inc. 401(K) Plan, reported by Jim Bass Ford, Inc. under EIN 75-1099335 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402084840NAL0009578497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jim Bass Ford, Inc.
- EIN
- 75-1099335
- Plan number
- 001
- Location
- San Angelo, TX
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,993,905
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,993,905
- Employer contributions
- $377,193
- Participant contributions
- $732,375
- Total income / additions
- $2,881,181
- Benefits paid
- $335,325
- Administrative expenses
- $7,738
- Total expenses
- $343,063
- Net increase / (decrease)
- $2,538,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,663 | not reported in the loaded dataset |