Department of Labor filing

JIM BASS FORD, INC.

JIM BASS FORD, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Nov 18, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

92filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,032

Reported employer contributions per active participant.

Higher than about 96% of comparable plans

#People in the filing

158

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$55 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 80% of comparable plans

↗Investment performance

Not available

Plan assets changed 21.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202492out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $921 · based on 863 comparable plans

Lower reported administrative expense80th percentileTypical peer $169 · based on 934 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JIM BASS FORD, INC. reported $479,075 in employer contributions across the plan and 158 active participants. That works out to $3,032 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 98.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context92/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $479,075
Participant contributions: $796,739
Other contributions: $30,000
Employer share of reported contributions: 37.6%
Beginning assets: $9,993,905
Ending assets: $12,149,860
Ending net assets: $12,149,860
Ending liabilities: $0
Total income: $2,942,269
Total expenses: $786,314
Administrative expenses: $7,678
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,125

2023

$3,042

2024

$3,032

Plan-paid administrative expenses per participant

2022

$28

2023

$60

2024

$55

Active participants

2022

118

2023

124

2024

158

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,032	158	12.1M	20251118101358NAL0006217282001
2023	$3,042	124	10M	20250402084840NAL0009578497001
2022	$3,125	118	7.5M	20230801151052NAL0009822707001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 751099335-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 2001
Industry: Retail trade
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2T2E3D

Current plan terms

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Filing ACK_ID20251118101358NAL0006217282001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗