Bbg 401(K) Plan — Form 5500 plan (Bbg, 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, Bbg 401(K) Plan is a benefit plan reported by Bbg, Inc. under EIN 47-3942404 and plan number 001. The latest loaded filing year is 2023. The filing reports 847 participants and $26,470,920 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bbg, Inc.
EIN
47-3942404
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
847
End-of-year plan assets
$26,470,920

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023847H, C20240928130309NAL0003618161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,470,920
Net assets (EOY)
$26,470,920
Net assets (BOY)
$19,616,598

Income & contributions

Employer contributions
$0
Participant contributions
$4,130,921
Total contributions
$4,659,909
Total income / additions
$8,764,332

Expenses & distributions

Benefits paid
$1,845,483
Administrative expenses
$56,228
Total expenses
$1,910,010
Net increase / (decrease)
$6,854,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkINVESTMENT ADVISOR$53,532$02023
Capital Group Retirement PlanRECORDKEEPER$49,627$02023
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$8,600$02023

Related Form 5500 pages