Bwigroup 401(K) Plan — Form 5500 plan (Bwi North America, 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, Bwigroup 401(K) Plan is a benefit plan reported by Bwi North America, Inc. under EIN 27-0540888 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $123,080,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bwi North America, Inc.
- EIN
- 27-0540888
- Plan number
- 001
- Plan type
- 2
- Location
- Kettering, OH
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $123,080,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241011074417NAL0021488833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,080,057
- Total liabilities (EOY)
- $33
- Net assets (EOY)
- $123,080,024
- Net assets (BOY)
- $113,869,788
Income & contributions
- Employer contributions
- $2,663,855
- Participant contributions
- $4,474,476
- Total contributions
- $7,584,407
- Total income / additions
- $27,995,016
Expenses & distributions
- Benefits paid
- $18,755,763
- Administrative expenses
- $20,697
- Total expenses
- $18,784,780
- Net increase / (decrease)
- $9,210,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,680 | not reported in the loaded dataset | 2023 |
| Brady, Ware & Schoenfeld, Inc | CONSULTANT | $11,100 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,083 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bwi North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Kettering, OH
- Strategic Advisors, Inc. — Schedule C compensation
- Brady, Ware & Schoenfeld, Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation