Plan5500

Big R 401(K) Plan — Form 5500 plan (Big R Holdings, 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 R 401(K) Plan is a benefit plan reported by Big R Holdings, Inc. under EIN 45-4703803 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $5,813,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Big R Holdings, Inc.
EIN
45-4703803
Plan number
001
Plan type
2
Location
Pueblo, CO
Latest filing year
2023
Participants
421
End-of-year plan assets
$5,813,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023421H, C20240814154639NAL0011956145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,813,178
Total liabilities (EOY)
$0
Net assets (EOY)
$5,813,178
Net assets (BOY)
$4,476,076

Income & contributions

Employer contributions
$277,242
Participant contributions
$460,446
Total contributions
$737,688
Total income / additions
$1,581,019

Expenses & distributions

Benefits paid
$185,016
Administrative expenses
$58,901
Total expenses
$243,917
Net increase / (decrease)
$1,337,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$41,878not reported in the loaded dataset2023
Global Retirement Partners, LLCNONE$17,022not reported in the loaded dataset2023

Related Form 5500 pages