Big Four Companies, Inc. 401(K) Plan — Form 5500 plan (Big Four Companies, 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, Big Four Companies, Inc. 401(K) Plan is a benefit plan reported by Big Four Companies, Inc. under EIN 45-3829515 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $7,856,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Big Four Companies, Inc.
EIN
45-3829515
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
321
End-of-year plan assets
$7,856,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240731121135NAL0048392018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,856,090
Total liabilities (EOY)
$0
Net assets (EOY)
$7,856,090
Net assets (BOY)
$6,499,460

Income & contributions

Employer contributions
$196,289
Participant contributions
$513,554
Total contributions
$709,843
Total income / additions
$1,872,215

Expenses & distributions

Benefits paid
$460,877
Administrative expenses
$47,740
Total expenses
$515,585
Net increase / (decrease)
$1,356,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$26,960$02023
Arvest Asset ManagementINVESTMENT ADVISOR$16,972not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$3,808not reported in the loaded dataset2023

Related Form 5500 pages