2023 Form 5500 filing — Bcm One, 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 20241011154723NAL0023149713001) for Bcm One, Inc. 401(K) Plan, reported by Bcm One, Inc. under EIN 13-3896087 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011154723NAL0023149713001
Filing year
2023
Form type
2
Plan sponsor
Bcm One, Inc.
EIN
13-3896087
Plan number
001
Location
New York, NY
Participants
415
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,714,713
Total liabilities (EOY)
$0
Net assets (EOY)
$17,714,713
Employer contributions
$1,263,360
Participant contributions
$2,441,269
Total income / additions
$6,777,335
Benefits paid
$917,938
Administrative expenses
$77,084
Total expenses
$995,022
Net increase / (decrease)
$5,782,313
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideCUSTODIAN$37,565$0
Onedigital Investment AdvisorsINVESTMENT ADVISOR$23,346not reported in the loaded dataset
Gelman Pension ConsultingTHIRD PARTY ADMINISTRATOR$16,172not reported in the loaded dataset

Related Form 5500 pages