Plan5500

Business Valuation Advisors LLC Employee Benefit Plan — Form 5500 plan (Business Valuation Advisors, LLC Dba Bva Group LLC)

Plain-English plan 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, Business Valuation Advisors LLC Employee Benefit Plan is a benefit plan reported by Business Valuation Advisors, LLC Dba Bva Group LLC under EIN 06-1762342 and plan number 501. The latest loaded filing year is 2023. The filing reports 53 participants and $802 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$248.8KPlan net assets, end of year-$248,826
Participants53Covered participants reported
Assets / participant$15Computed: assets ÷ participants$15 (computed)
Provider compensation$4.7K4 Schedule C provider row(s)$4,678
Plan sponsor
Business Valuation Advisors, LLC Dba Bva Group LLC
EIN
06-1762342
Plan number
501
Plan type
2
Location
Plano, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    53 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$802 total assets
Net assets-$248.8KLiabilities$249.6K
Money in vs. money out
Total income / additions$55.4K
Total expenses$203K
Benefits paid / distributions$178.3K
Contributions
Employer$46.6K
Participant$8.3K
Full reported line items

Net assets

Total assets (EOY)
$802
Total liabilities (EOY)
$249,628
Net assets (EOY)
-$248,826
Net assets (BOY)
-$101,143

Income & contributions

Employer contributions
$46,575
Participant contributions
$8,295
Total income / additions
$55,354

Expenses & distributions

Benefits paid
$178,328
Administrative expenses
$1,015
Total expenses
$203,037
Net increase / (decrease)
-$147,683
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 85%Participant 15%
Benefits paid ÷ total income322%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Frost Insurance Agency, Inc. - Texa$2.1K
    BROKER · Direct $2.1K
  2. 2
    The Benecon Group$1.3K
    BROKER · Direct $1.3K
  3. 3
    Independence Administrators (Ia)$1K
    CARRIER · Direct $1K
  4. 4
    Connectcare3$284
    PATIENT ADVOCATE · Direct $284

Related Form 5500 pages