How big is Bobkat Inc.'s plan?

Bobkat Inc.'s plan reported $1.3M in assets and 78 participants for 2025.

Original filing (PDF)20260523085213NAL0008557378001

Bobkat Inc.

Name: Bobkat Inc. — Bobkat Inc. 401(k) Plan, Form 5500 (2025)
Creator: Bobkat Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bobkat Inc. 401(k) Plan

401(k) retirement plan · Bobkat Inc.'s Bobkat Inc. 401(k) Plan held $1.3M in plan assets for 78 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kathryn Morris signed Bobkat Inc.'s 2025 Form 5500 as plan administrator.

Kathryn Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bobkat Inc.'s EIN is 20-4539157.

EIN 20-4539157

Plan number 001

Plan year 2025

ACK ID 20260523085213NAL0008557378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bobkat Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bobkat Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BOBKAT INC

EIN

all filings

Address

4500 SANDBRIDGE CT · RALEIGH, NC · 27612

Phone

(919) 302-5469

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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