Bsa Family Of Companies 401(K) Plan — Form 5500 plan (Bsa Worldwide Holdings, 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, Bsa Family Of Companies 401(K) Plan is a benefit plan reported by Bsa Worldwide Holdings, LLC under EIN 20-8523125 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $13,446,454 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bsa Worldwide Holdings, LLC
EIN
20-8523125
Plan number
001
Plan type
2
Location
St. Cloud, MN
Latest filing year
2023
Participants
202
End-of-year plan assets
$13,446,454

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20240726112402NAL0032789378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,446,454
Total liabilities (EOY)
$0
Net assets (EOY)
$13,446,454
Net assets (BOY)
$12,183,135

Income & contributions

Employer contributions
$407,427
Participant contributions
$499,751
Total contributions
$907,178
Total income / additions
$2,794,798

Expenses & distributions

Benefits paid
$1,454,560
Administrative expenses
$76,919
Total expenses
$1,531,479
Net increase / (decrease)
$1,263,319

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$39,239not reported in the loaded dataset2023
Hays CompaniesNONE$20,000not reported in the loaded dataset2023
Grant Thornton LlpNONE$17,680not reported in the loaded dataset2023

Related Form 5500 pages