2023 Form 5500 filing — Big Rock 401(K) 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 20240830120824NAL0014892081001) for Big Rock 401(K) Savings Plan, reported by Big Rock Sports LLC under EIN 58-2579365 and plan number 002. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830120824NAL0014892081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Big Rock Sports LLC
- EIN
- 58-2579365
- Plan number
- 002
- Location
- Morehead City, NC
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,233,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,233,129
- Employer contributions
- $875,479
- Participant contributions
- $2,568,931
- Total income / additions
- $9,007,020
- Benefits paid
- $6,287,015
- Administrative expenses
- $125,796
- Total expenses
- $6,434,936
- Net increase / (decrease)
- $2,572,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,190 | $0 |
| Mma Securities | ADVISOR | $23,834 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $23,189 | not reported in the loaded dataset |
| Pbmares | ACCOUNTANT/AUDITOR | $21,210 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,373 | not reported in the loaded dataset |