2023 Form 5500 filing — Bbb Industries, LLC 401(K) 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 20241014081758NAL0051534162001) for Bbb Industries, LLC 401(K) Profit Sharing Plan, reported by Bbb Industries, LLC under EIN 20-1837357 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081758NAL0051534162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbb Industries, LLC
- EIN
- 20-1837357
- Plan number
- 001
- Location
- Daphne, AL
- Participants
- 768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,280,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,280,412
- Employer contributions
- $2,313,113
- Participant contributions
- $3,863,661
- Total income / additions
- $12,180,284
- Benefits paid
- $3,302,064
- Administrative expenses
- $131,643
- Total expenses
- $3,442,549
- Net increase / (decrease)
- $8,737,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $68,055 | $0 |
| Regions Bank | INVESTMENT ADVISOR | $49,359 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,229 | not reported in the loaded dataset |