Bs&A Software 401(K) Profit Sharing Plan — Form 5500 plan (Bs&A Software)
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, Bs&A Software 401(K) Profit Sharing Plan is a benefit plan reported by Bs&A Software under EIN 38-3024767 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $42,583,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bs&A Software
- EIN
- 38-3024767
- Plan number
- 001
- Plan type
- 2
- Location
- Bath, MI
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $42,583,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240916131459NAL0001060387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,583,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,583,128
- Net assets (BOY)
- $37,167,484
Income & contributions
- Employer contributions
- $1,717,297
- Participant contributions
- $2,101,986
- Total contributions
- $4,044,811
- Total income / additions
- $10,156,497
Expenses & distributions
- Benefits paid
- $4,640,224
- Administrative expenses
- $85,977
- Total expenses
- $4,740,853
- Net increase / (decrease)
- $5,415,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,807 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $41,170 | not reported in the loaded dataset | 2023 |