Bsr 401(K) Plan — Form 5500 plan (Business For Social Responsibili)
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, Bsr 401(K) Plan is a benefit plan reported by Business For Social Responsibili under EIN 52-1764268 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $10,375,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Business For Social Responsibili
- EIN
- 52-1764268
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $10,375,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241015141615NAL0056605010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,375,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,375,318
- Net assets (BOY)
- $7,869,599
Income & contributions
- Employer contributions
- $416,737
- Participant contributions
- $1,127,540
- Total contributions
- $1,662,208
- Total income / additions
- $3,002,671
Expenses & distributions
- Benefits paid
- $444,436
- Administrative expenses
- $52,516
- Total expenses
- $496,952
- Net increase / (decrease)
- $2,505,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Portico Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $52,460 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $23,232 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |