Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW 401(k) match, vesting and fees
What Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW: employer contribution per participant | $1,862 | |
| Peer median | $1,216 |
| Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW: average balance | $53,510 | |
| Peer median | $50,590 |
| Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.9M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 372 | $19M | $663K | $1,862 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 378 | $16.5M | $696K | $1,887 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 318 | $13.9M | $451K | $1,469 | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 294 | $15.9M | $420K | $1,500 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW match 401(k) contributions?
The match terms for the Tom Bush Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $663K in employer contributions, about $1,862 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW 401(k) match vested?
The vesting schedule for the Tom Bush Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush Bmw.
I left Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush Bmw, (904) 725-0911) or the recordkeeper, Principal Life Insurance Company. The Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW old 401(k) page lists the contacts from every plan filing. Find an old Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW 401(k)
Data from the public Form 5500 annual reports Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Tom Bush Volkswagen, Inc. DBA Tom Bush Regency Motors & Tom Bush BMW. Not financial advice. Report a correction · Methodology