2023 Form 5500 filing — Bvcaa, Inc. Retirement 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 20240916152955NAL0001148659001) for Bvcaa, Inc. Retirement Plan, reported by Brazos Valley Community Action Agency, Inc. under EIN 74-1715140 and plan number 002. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916152955NAL0001148659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brazos Valley Community Action Agency, Inc.
- EIN
- 74-1715140
- Plan number
- 002
- Location
- College Station, TX
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,764,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,764,933
- Employer contributions
- $232,394
- Participant contributions
- $440,200
- Total income / additions
- $1,644,879
- Benefits paid
- $357,329
- Administrative expenses
- $25,970
- Total expenses
- $398,671
- Net increase / (decrease)
- $1,246,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $25,970 | $0 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | DIRECTED TRUSTEE | $0 | $0 |