Bi Technologies Corporation Retirement Plan — Form 5500 plan (Bi Technologies 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, Bi Technologies Corporation Retirement Plan is a benefit plan reported by Bi Technologies Corporation under EIN 43-1318149 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $3,950,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bi Technologies Corporation
- EIN
- 43-1318149
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $3,950,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241010124621NAL0040060898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,950,806
- Total liabilities (EOY)
- $28,766
- Net assets (EOY)
- $3,922,040
- Net assets (BOY)
- $9,104,908
Income & contributions
- Employer contributions
- $2,180,948
- Total contributions
- $2,180,948
- Total income / additions
- $2,393,944
Expenses & distributions
- Benefits paid
- $7,224,650
- Administrative expenses
- $352,162
- Total expenses
- $7,576,812
- Net increase / (decrease)
- -$5,182,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $129,360 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd Llp | NONE | $45,213 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $27,825 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $17,009 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc | NONE | $7,441 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bi Technologies Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fullerton, CA
- Usi Consulting Group — Schedule C compensation
- Frost Brown Todd Llp — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Principal Financial Group, Inc — Schedule C compensation