2023 Form 5500 filing — Bwi 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 20240925145300NAL0008432307001) for Bwi Companies, Inc. 401(K) Plan, reported by Bwi Companies, Inc. under EIN 75-1789544 and plan number 002. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925145300NAL0008432307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bwi Companies, Inc.
- EIN
- 75-1789544
- Plan number
- 002
- Location
- Nash, TX
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,581,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,581,555
- Employer contributions
- $986,921
- Participant contributions
- $2,437,534
- Total income / additions
- $12,877,895
- Benefits paid
- $4,694,531
- Administrative expenses
- $153,872
- Total expenses
- $4,849,671
- Net increase / (decrease)
- $8,028,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,106 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,021 | not reported in the loaded dataset |
| Newport Group Consulting LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| Bwi Companies Inc | OTHER | $19,745 | not reported in the loaded dataset |