Bgi LLC 401k And Profit Sharing Plan — Form 5500 plan (Bgi 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, Bgi LLC 401k And Profit Sharing Plan is a benefit plan reported by Bgi LLC under EIN 26-0031861 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $32,750,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bgi LLC
- EIN
- 26-0031861
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Pleasant, SC
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $32,750,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241009170128NAL0010865155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,750,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,750,683
- Net assets (BOY)
- $27,107,444
Income & contributions
- Employer contributions
- $865,879
- Participant contributions
- $1,960,352
- Total contributions
- $2,979,194
- Total income / additions
- $7,728,519
Expenses & distributions
- Benefits paid
- $1,978,984
- Administrative expenses
- $118,983
- Total expenses
- $2,097,967
- Net increase / (decrease)
- $5,630,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $118,989 | $0 | 2023 |
| Raymond James & Associates, Inc | INVESTMENT ADVISOR | $0 | $57,179 | 2023 |
| Pentec Pension Management | OTHER SERVICES | $0 | $21,173 | 2023 |