Bcm One, Inc. 401(K) Plan — Form 5500 plan (Bcm One, Inc.)

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, Bcm One, Inc. 401(K) Plan is a benefit plan reported by Bcm One, Inc. under EIN 13-3896087 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $17,714,713 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bcm One, Inc.
EIN
13-3896087
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
415
End-of-year plan assets
$17,714,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241011154723NAL0023149713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,714,713
Total liabilities (EOY)
$0
Net assets (EOY)
$17,714,713
Net assets (BOY)
$11,932,400

Income & contributions

Employer contributions
$1,263,360
Participant contributions
$2,441,269
Total contributions
$4,331,630
Total income / additions
$6,777,335

Expenses & distributions

Benefits paid
$917,938
Administrative expenses
$77,084
Total expenses
$995,022
Net increase / (decrease)
$5,782,313

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$37,565$02023
Onedigital Investment AdvisorsINVESTMENT ADVISOR$23,346not reported in the loaded dataset2023
Gelman Pension ConsultingTHIRD PARTY ADMINISTRATOR$16,172not reported in the loaded dataset2023

Related Form 5500 pages