2023 Form 5500 filing — Bbg 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 20240928130309NAL0003618161001) for Bbg 401(K) Plan, reported by Bbg, Inc. under EIN 47-3942404 and plan number 001. It reports 847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928130309NAL0003618161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbg, Inc.
- EIN
- 47-3942404
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,470,920
- Net assets (EOY)
- $26,470,920
- Employer contributions
- $0
- Participant contributions
- $4,130,921
- Total income / additions
- $8,764,332
- Benefits paid
- $1,845,483
- Administrative expenses
- $56,228
- Total expenses
- $1,910,010
- Net increase / (decrease)
- $6,854,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISOR | $53,532 | $0 |
| Capital Group Retirement Plan | RECORDKEEPER | $49,627 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $8,600 | $0 |