Plan5500

Bcs Financial Corporation Tax-Favored Savings Program — Form 5500 plan (Bcs Financial Corporation)

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, Bcs Financial Corporation Tax-Favored Savings Program is a benefit plan reported by Bcs Financial Corporation under EIN 36-4247278 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $47,038,537 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$47MPlan net assets, end of year$47,038,537
Participants177Covered participants reported
Assets / participant$265.8KComputed: assets ÷ participants$265,754 (computed)
Provider compensation$3.2K1 Schedule C provider row(s)$3,222
Plan sponsor
Bcs Financial Corporation
EIN
36-4247278
Plan number
002
Plan type
2
Location
Oakbook Terrace, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    177 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$47M total assets
Net assets$47MLiabilities$0
Money in vs. money out
Total income / additions$15.5M
Total expenses$7.2M
Benefits paid / distributions$7.2M
Contributions
Employer$2M
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$47,038,537
Total liabilities (EOY)
$0
Net assets (EOY)
$47,038,537
Net assets (BOY)
$38,698,999

Income & contributions

Employer contributions
$1,990,668
Participant contributions
$2,086,273
Total contributions
$7,925,001
Total income / additions
$15,534,853

Expenses & distributions

Benefits paid
$7,190,612
Administrative expenses
$1,967
Total expenses
$7,195,315
Net increase / (decrease)
$8,339,538
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$3.2K
    RECORDKEEPER · Direct $3.2K · Indirect $0

Related Form 5500 pages