2023 Form 5500 filing — The Bazooka Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611150019NAL0044565712001) for The Bazooka Retirement Plan, reported by B-Tds, Inc. under EIN 87-4123341 and plan number 004. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants294
Provider compensation$928.1K6 Schedule C row(s)$928,145
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240611150019NAL0044565712001
Plan sponsor
B-Tds, Inc.
EIN
87-4123341
Plan number
004
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions-$191.6K
Total expenses$22.1M
Benefits paid / distributions$21M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
-$191,598
Benefits paid
$21,026,801
Administrative expenses
$1,029,542
Total expenses
$22,056,343
Net increase / (decrease)
-$22,247,941

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers Watson Us LccNONE$505,659not reported in the loaded dataset
Joe NgNONE$228,761not reported in the loaded dataset
Neal, Gerber & Eisenberg, LlpNONE$109,656not reported in the loaded dataset
Neuberger Berman Investment AdviserNONE$45,489$0
Bdo Usa, P.C.NONE$30,400not reported in the loaded dataset
Neuberger Berman Trust Company N.A.NONE$8,180not reported in the loaded dataset

Related Form 5500 pages