2023 Form 5500 filing — Bob'S Discount Furniture 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 20240916121238NAL0002741376001) for Bob'S Discount Furniture 401(K) Profit Sharing Plan, reported by Bob'S Discount Furniture LLC under EIN 20-2149352 and plan number 001. It reports 6,886 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240916121238NAL0002741376001
Filing year
2023
Form type
2
Plan sponsor
Bob'S Discount Furniture LLC
EIN
20-2149352
Plan number
001
Location
Manchester, CT
Participants
6,886
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$199,912,126
Total liabilities (EOY)
$0
Net assets (EOY)
$199,912,126
Employer contributions
$6,257,359
Participant contributions
$21,567,210
Total income / additions
$59,391,585
Benefits paid
$25,888,774
Administrative expenses
$182,452
Total expenses
$26,306,511
Net increase / (decrease)
$33,085,074
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mma Securities LLCINVESTMENT ADVISOR$73,835not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$70,990not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$37,627$0

Related Form 5500 pages