Bcn Retirement Incentive Plan — Form 5500 plan (Bcn 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, Bcn Retirement Incentive Plan is a benefit plan reported by Bcn Holdings, Inc. under EIN 47-1881405 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $1,261,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bcn Holdings, Inc.
EIN
47-1881405
Plan number
001
Plan type
2
Location
Florence, SC
Latest filing year
2023
Participants
248
End-of-year plan assets
$1,261,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20250225155829NAL0008410707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,261,238
Total liabilities (EOY)
$27,532
Net assets (EOY)
$1,233,706
Net assets (BOY)
$1,010,347

Income & contributions

Employer contributions
$112,918
Participant contributions
$230,008
Total contributions
$413,434
Total income / additions
$847,224

Expenses & distributions

Benefits paid
$255,283
Administrative expenses
$36,055
Total expenses
$291,338
Net increase / (decrease)
$555,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D. Jones & Co, L.P.INVESTMENT ADVISOR$15,173not reported in the loaded dataset2023
John Hancock Life Ins Co UsaRECORDKEEPER$900not reported in the loaded dataset2023
Wilshire Assoc Inc UsaINVESTMENT ADVISOR$623not reported in the loaded dataset2023

Related Form 5500 pages