2023 Form 5500 filing — Big Four Companies, Inc. 401(K) 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 20240731121135NAL0048392018001) for Big Four Companies, Inc. 401(K) Plan, reported by Big Four Companies, Inc. under EIN 45-3829515 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731121135NAL0048392018001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big Four Companies, Inc.
- EIN
- 45-3829515
- Plan number
- 001
- Location
- Irving, TX
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,856,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,856,090
- Employer contributions
- $196,289
- Participant contributions
- $513,554
- Total income / additions
- $1,872,215
- Benefits paid
- $460,877
- Administrative expenses
- $47,740
- Total expenses
- $515,585
- Net increase / (decrease)
- $1,356,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,960 | $0 |
| Arvest Asset Management | INVESTMENT ADVISOR | $16,972 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,808 | not reported in the loaded dataset |