Bear Diversified, Inc. 401(K) Retirement & Savings Plan — Form 5500 plan (Bear Diversified 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, Bear Diversified, Inc. 401(K) Retirement & Savings Plan is a benefit plan reported by Bear Diversified Inc. under EIN 47-4467472 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,053 participants and $14,873,871 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bear Diversified Inc.
- EIN
- 47-4467472
- Plan number
- 001
- Plan type
- 3
- Location
- Cuyahoga Heights, OH
- Latest filing year
- 2023
- Participants
- 1,053
- End-of-year plan assets
- $14,873,871
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,053 | H, C | 20241010160031NAL0040773282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,873,871
- Total liabilities (EOY)
- $22,491
- Net assets (EOY)
- $14,851,380
- Net assets (BOY)
- $13,497,499
Income & contributions
- Employer contributions
- $577,767
- Participant contributions
- $835,880
- Total contributions
- $1,739,743
- Total income / additions
- $3,954,285
Expenses & distributions
- Benefits paid
- $2,399,865
- Administrative expenses
- $138,097
- Total expenses
- $2,600,404
- Net increase / (decrease)
- $1,353,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $52,772 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $33,549 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $17,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bear Diversified Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cuyahoga Heights, OH
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation