2023 Form 5500 filing — Bps Supply Group 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 20241015174515NAL0030533233001) for Bps Supply Group 401(K) Profit Sharing Plan, reported by Bps Supply Group under EIN 95-2546428 and plan number 002. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174515NAL0030533233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bps Supply Group
- EIN
- 95-2546428
- Plan number
- 002
- Location
- Shafter, CA
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,368,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,368,331
- Employer contributions
- $340,722
- Participant contributions
- $731,290
- Total income / additions
- $2,229,302
- Benefits paid
- $432,947
- Administrative expenses
- $59,815
- Total expenses
- $492,762
- Net increase / (decrease)
- $1,736,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $26,822 | $0 |
| Ubs Financial Services | INVESTMENT ADVISOR | $14,036 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |
| Ubs Financial Services | INVESTMENT ADVISOR | $5,755 | $0 |