Plan5500

Bobcat North America, LLC — Form 5500 plan (Bobcat North America, 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, Bobcat North America, LLC is a benefit plan reported by Bobcat North America, LLC under EIN 81-2113185 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $653,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bobcat North America, LLC
EIN
81-2113185
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
311
End-of-year plan assets
$653,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20240404090824NAL0008312163001
2023408H, C20240404090936NAL0015991265001
2023491H, C20240404091054NAL0019133568001
2023235H, C20240404091153NAL0015632961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$653,985
Total liabilities (EOY)
$22,118
Net assets (EOY)
$631,867
Net assets (BOY)
$558,420

Income & contributions

Employer contributions
$19,705
Participant contributions
$232,896
Total contributions
$252,601
Total income / additions
$314,989

Expenses & distributions

Benefits paid
$222,882
Administrative expenses
$18,660
Total expenses
$241,542
Net increase / (decrease)
$73,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$18,110$02023
Adp, LLCRECORDKEEPER$3,350$02023
Adp, LLCRECORDKEEPER$3,225$02023
Adp Broker-DealerRECORDKEEPER$0$02023

Related Form 5500 pages