Peter Boulware Toyota 401(K) Plan — Form 5500 plan (Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota)
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, Peter Boulware Toyota 401(K) Plan is a benefit plan reported by Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota under EIN 59-3763551 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $3,100,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota
- EIN
- 59-3763551
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $3,100,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241011160956NAL0022292833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,100,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,100,826
- Net assets (BOY)
- $2,185,210
Income & contributions
- Employer contributions
- $115,751
- Participant contributions
- $701,421
- Total contributions
- $830,847
- Total income / additions
- $1,190,266
Expenses & distributions
- Benefits paid
- $232,906
- Administrative expenses
- $35,666
- Total expenses
- $274,650
- Net increase / (decrease)
- $915,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lanigan And Assoc. | CONTRACT ADMIN | $19,100 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,021 | $0 | 2023 |
| Dyatech | CONTRACT ADMIN | $1,405 | $1,288 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bobbin Trace Automotive, LLC Dba Peter Boulware Toyota
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Lanigan And Assoc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Dyatech — Schedule C compensation