2023 Form 5500 filing — The Bazooka 401(K) Savings And Investment 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 20240715133247NAL0002725426001) for The Bazooka 401(K) Savings And Investment Plan, reported by B-Tds, Inc. under EIN 87-4123341 and plan number 001. It reports 400 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)$17.7MReported net assets$17,669,510
Participants400
Provider compensation$3.2K1 Schedule C row(s)$3,229
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240715133247NAL0002725426001
Plan sponsor
B-Tds, Inc.
EIN
87-4123341
Plan number
001
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.

Reported balance (end of year)$17.7M total assets
Net assets$17.7MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$0
Participant$1.4M
Full reported line items
Total assets (EOY)
$17,669,510
Total liabilities (EOY)
$0
Net assets (EOY)
$17,669,510
Employer contributions
$0
Participant contributions
$1,350,005
Total income / additions
$5,746,892
Benefits paid
$4,363,741
Administrative expenses
$3,964
Total expenses
$4,367,563
Net increase / (decrease)
$1,379,329

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,229$0

Related Form 5500 pages