Api Bhs 401(K) Plan — Form 5500 plan (Bh-Sd Opco, LLC)

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, Api Bhs 401(K) Plan is a benefit plan reported by Bh-Sd Opco, LLC under EIN 47-1098806 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $4,377,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bh-Sd Opco, LLC
EIN
47-1098806
Plan number
001
Plan type
2
Location
La Mesa, CA
Latest filing year
2023
Participants
405
End-of-year plan assets
$4,377,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023405H, C20241014104258NAL0051912530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,377,516
Total liabilities (EOY)
$115
Net assets (EOY)
$4,377,401
Net assets (BOY)
$3,667,998

Income & contributions

Employer contributions
$0
Participant contributions
$658,246
Total contributions
$718,441
Total income / additions
$1,315,773

Expenses & distributions

Benefits paid
$560,966
Administrative expenses
$39,590
Total expenses
$606,370
Net increase / (decrease)
$709,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$39,589$02023
Wells Fargo Clearing Services LLCINVESTMENT ADVISOR$0$11,4942023

Related Form 5500 pages