2023 Form 5500 filing — The Bva Group LLC 401(K) Profit Sharing 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 20240830145553NAL0007210451001) for The Bva Group LLC 401(K) Profit Sharing Plan, reported by Business Valuation Advisors, LLC Dba Bva Group LLC under EIN 06-1762342 and plan number 001. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,938,054
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240830145553NAL0007210451001
Plan sponsor
Business Valuation Advisors, LLC Dba Bva Group LLC
EIN
06-1762342
Plan number
001
Location
Plano, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$125K
Benefits paid / distributions$84.4K
Contributions
Employer$317.6K
Participant$643.1K
Full reported line items
Total assets (EOY)
$11,938,054
Total liabilities (EOY)
$0
Net assets (EOY)
$11,938,054
Employer contributions
$317,567
Participant contributions
$643,059
Total income / additions
$2,824,908
Benefits paid
$84,381
Administrative expenses
$40,588
Total expenses
$124,969
Net increase / (decrease)
$2,699,939

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830145553NAL0007210451001 cover?
It is the 2023 Form 5500 filing for The Bva Group LLC 401(K) Profit Sharing Plan, reported by Business Valuation Advisors, LLC Dba Bva Group LLC (EIN 06-1762342).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages