2023 Form 5500 filing — Bvi Retirement Savings 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 20240729055225NAL0012257667001) for Bvi Retirement Savings Plan, reported by Bvi under EIN 04-2378496 and plan number 001. It reports 326 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)$18.7MReported net assets$18,675,082

Participants326

Provider compensation$143.7K4 Schedule C row(s)$143,654

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240729055225NAL0012257667001
Plan sponsor: Bvi
EIN: 04-2378496
Plan number: 001
Location: Waltham, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$18.7M total assets

Net assets$18.7MLiabilities$0

Money in vs. money out

Total income / additions$6.6M

Total expenses$4.5M

Benefits paid / distributions$4.4M

Contributions

Employer$1.1M

Participant$2.4M

Full reported line items

Total assets (EOY): $18,675,082
Total liabilities (EOY): $0
Net assets (EOY): $18,675,082
Employer contributions: $1,107,244
Participant contributions: $2,350,438
Total income / additions: $6,602,883
Benefits paid: $4,350,092
Administrative expenses: $147,699
Total expenses: $4,504,086
Net increase / (decrease): $2,098,797

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Kestra Advisory Services, LLC$62.5K
PLAN ADMIN/ADVISOR · Direct $62.5K
2
Fidelity Investments Institutional$39.3K
RECORDKEEPER · Direct $39.3K · Indirect $0
3
Moss Adams Llp$29.4K
ACCOUNTANT/AUDITOR · Direct $29.4K
4
Caron & Bletzer, Pllc$12.5K
ACCOUNTANT/AUDITOR · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729055225NAL0012257667001 cover?: It is the 2023 Form 5500 filing for Bvi Retirement Savings Plan, reported by Bvi (EIN 04-2378496).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).