Plan5500

Business Valuation Advisors, LLC Dba Bva Group LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Business Valuation Advisors, LLC Dba Bva Group LLC (EIN 06-1762342) is a plan sponsor located in Plano, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1762342
Location
Plano, TX
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,689,228
Total reported assets$11.9M$11,938,856
Total reported participants123
Total reported liabilities$249.6K$249,628

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.7MLiabilities$249.6K
Contributions & income
Employer contributions$364.1K
Participant contributions$651.4K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$262.7K
Total expenses$328K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Bva Group LLC 401(K) Profit Sharing Plan
Participants per plan62Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Bva Group LLC 401(K) Profit Sharing Plan$11.9M
    Plan #001 · 70 participants · 2023
  2. 2
    Business Valuation Advisors LLC Employee Benefit Plan$802
    Plan #501 · 53 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Business Valuation Advisors, LLC Dba Bva Group LLC. Open one for its full reported snapshot.

  1. 2023
    Business Valuation Advisors LLC Employee Benefit Plan53 participants · 2Sch ISch C
    View filing →
  2. 2023
    The Bva Group LLC 401(K) Profit Sharing Plan70 participants · 2Sch I
    View filing →

Related Form 5500 pages