Bondy'S Automotive 401(K) Retirement Plan — Form 5500 plan (Bondy'S 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, Bondy'S Automotive 401(K) Retirement Plan is a benefit plan reported by Bondy'S Ford, Inc. under EIN 63-0587124 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $6,857,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bondy'S Ford, Inc.
EIN
63-0587124
Plan number
001
Plan type
2
Location
Dothan, AL
Latest filing year
2023
Participants
218
End-of-year plan assets
$6,857,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241015191845NAL0017099811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,857,443
Total liabilities (EOY)
$0
Net assets (EOY)
$6,857,443
Net assets (BOY)
$5,438,296

Income & contributions

Employer contributions
$78,314
Participant contributions
$643,791
Total contributions
$722,105
Total income / additions
$1,682,162

Expenses & distributions

Benefits paid
$263,015
Administrative expenses
$0
Total expenses
$263,015
Net increase / (decrease)
$1,419,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,241$02023
Cambridge Investment Research AdvisINVESTMENT ADVISORY$0$20,6022023
AscensusCONTRACT ADMINISTRATOR$3,245$2,9092023

Related Form 5500 pages