Bob Thomas Dealerships 401k Plan — Form 5500 plan (Capitol City Ford Inc.)
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, Bob Thomas Dealerships 401k Plan is a benefit plan reported by Capitol City Ford Inc. under EIN 35-1606784 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $15,216,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capitol City Ford Inc.
- EIN
- 35-1606784
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $15,216,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240828125422NAL0019619984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,216,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,216,162
- Net assets (BOY)
- $12,763,237
Income & contributions
- Employer contributions
- $141,473
- Participant contributions
- $1,011,164
- Total contributions
- $1,374,843
- Total income / additions
- $4,162,452
Expenses & distributions
- Benefits paid
- $1,685,533
- Administrative expenses
- $19,722
- Total expenses
- $1,709,527
- Net increase / (decrease)
- $2,452,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcm Cpas & Advisors Llp | NONE | $9,400 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors | NONE | $8,900 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $2,372 | $5,949 | 2023 |