Bpg Real Estate Services 401(K) Plan — Form 5500 plan (Bpg Real Estate Services, 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, Bpg Real Estate Services 401(K) Plan is a benefit plan reported by Bpg Real Estate Services, LLC under EIN 51-0410104 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $15,880,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bpg Real Estate Services, LLC
- EIN
- 51-0410104
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $15,880,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20241015101516NAL0028031281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,880,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,880,939
- Net assets (BOY)
- $12,447,800
Income & contributions
- Employer contributions
- $37,642
- Participant contributions
- $1,543,674
- Total contributions
- $2,120,584
- Total income / additions
- $4,517,436
Expenses & distributions
- Benefits paid
- $970,703
- Administrative expenses
- $70,222
- Total expenses
- $1,084,297
- Net increase / (decrease)
- $3,433,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown Advisory LLC | ADVISOR | $32,496 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,317 | $0 | 2023 |
| Turner, Leins & Gold, LLC | ACCOUNTANT/AUDITOR | $15,409 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bpg Real Estate Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Brown Advisory LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Turner, Leins & Gold, LLC — Schedule C compensation