2023 Form 5500 filing — Billingsley Company Employee Savings 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 20241015165213NAL0030405553001) for Billingsley Company Employee Savings Plan, reported by Billingsley Property Services Ii, Inc. under EIN 76-0778768 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165213NAL0030405553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Billingsley Property Services Ii, Inc.
- EIN
- 76-0778768
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,820,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,820,533
- Employer contributions
- $694,167
- Participant contributions
- $1,425,913
- Total income / additions
- $5,425,065
- Benefits paid
- $1,449,421
- Administrative expenses
- $55,798
- Total expenses
- $1,505,219
- Net increase / (decrease)
- $3,919,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $43,531 | $0 |
| Hr Investment Consultants | INVESTMENT ADVISORY | $12,267 | not reported in the loaded dataset |