Bob Moore & Affiliates Retirement Savings Plan — Form 5500 plan (Bob Moore Auto Group, LLC)

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 Moore & Affiliates Retirement Savings Plan is a benefit plan reported by Bob Moore Auto Group, LLC under EIN 73-1596059 and plan number 001. The latest loaded filing year is 2023. The filing reports 905 participants and $40,561,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bob Moore Auto Group, LLC
EIN
73-1596059
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
905
End-of-year plan assets
$40,561,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023905H, C20250929164458NAL0018177202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,561,814
Total liabilities (EOY)
$72,523
Net assets (EOY)
$40,489,291
Net assets (BOY)
$32,856,775

Income & contributions

Employer contributions
$990,303
Participant contributions
$3,569,143
Total contributions
$4,602,966
Total income / additions
$10,951,679

Expenses & distributions

Benefits paid
$3,169,266
Administrative expenses
$148,054
Total expenses
$3,319,163
Net increase / (decrease)
$7,632,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bokf, NaTRUSTEE$114,009$02023
Plexus Financial Services, LLCINVESTMENT MANAGER$28,000not reported in the loaded dataset2023

Related Form 5500 pages