2023 Form 5500 filing — Bpn, Llp 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 20241011155847NAL0012729523001) for Bpn, Llp Retirement Plan, reported by Bpn, Llp under EIN 47-2367027 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155847NAL0012729523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bpn, Llp
- EIN
- 47-2367027
- Plan number
- 001
- Location
- Valhalla, NY
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,748,662
- Net assets (EOY)
- $13,748,662
- Employer contributions
- $579,593
- Participant contributions
- $1,163,496
- Total income / additions
- $4,679,695
- Benefits paid
- $301,678
- Administrative expenses
- $105,530
- Total expenses
- $407,208
- Net increase / (decrease)
- $4,272,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Great-West Life Annuity | RECORDKEEPER | $42,136 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $31,155 | $0 |
| Blue Chip Retirement Plans, Inc. | TPA | $825 | $10,985 |