2023 Form 5500 filing — Bgi LLC 401k And 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 20241009170128NAL0010865155001) for Bgi LLC 401k And Profit Sharing Plan, reported by Bgi LLC under EIN 26-0031861 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009170128NAL0010865155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bgi LLC
- EIN
- 26-0031861
- Plan number
- 001
- Location
- Mount Pleasant, SC
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,750,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,750,683
- Employer contributions
- $865,879
- Participant contributions
- $1,960,352
- Total income / additions
- $7,728,519
- Benefits paid
- $1,978,984
- Administrative expenses
- $118,983
- Total expenses
- $2,097,967
- Net increase / (decrease)
- $5,630,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $118,989 | $0 |
| Raymond James & Associates, Inc | INVESTMENT ADVISOR | $0 | $57,179 |
| Pentec Pension Management | OTHER SERVICES | $0 | $21,173 |