Jim Bass Ford, Inc. 401(K) Plan — Form 5500 plan (Jim Bass 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, Jim Bass Ford, Inc. 401(K) Plan is a benefit plan reported by Jim Bass Ford, Inc. under EIN 75-1099335 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $9,993,905 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jim Bass Ford, Inc.
EIN
75-1099335
Plan number
001
Plan type
2
Location
San Angelo, TX
Latest filing year
2023
Participants
130
End-of-year plan assets
$9,993,905

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20250402084840NAL0009578497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,993,905
Total liabilities (EOY)
$0
Net assets (EOY)
$9,993,905
Net assets (BOY)
$7,455,787

Income & contributions

Employer contributions
$377,193
Participant contributions
$732,375
Total contributions
$1,252,705
Total income / additions
$2,881,181

Expenses & distributions

Benefits paid
$335,325
Administrative expenses
$7,738
Total expenses
$343,063
Net increase / (decrease)
$2,538,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$7,663not reported in the loaded dataset2023

Related Form 5500 pages