Bbs Automation Chicago, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bbs Automation Chicago, 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, Bbs Automation Chicago, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bbs Automation Chicago, Inc. under EIN 20-3893653 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $10,946,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bbs Automation Chicago, Inc.
- EIN
- 20-3893653
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlett, IL
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $10,946,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241008140415NAL0030172288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,946,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,946,687
- Net assets (BOY)
- $8,934,064
Income & contributions
- Employer contributions
- $180,736
- Participant contributions
- $610,355
- Total contributions
- $1,065,431
- Total income / additions
- $2,541,799
Expenses & distributions
- Benefits paid
- $451,819
- Administrative expenses
- $77,357
- Total expenses
- $529,176
- Net increase / (decrease)
- $2,012,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brickwork Financial Planning | RIA | $0 | $12,503 | 2023 |
| Golden Trail Advisers, LLC | RIA | $0 | $11,795 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $182 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bbs Automation Chicago, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bartlett, IL
- Brickwork Financial Planning — Schedule C compensation
- Golden Trail Advisers, LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation