Big Rock 401(K) Savings Plan — Form 5500 plan (Big Rock Sports 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, Big Rock 401(K) Savings Plan is a benefit plan reported by Big Rock Sports LLC under EIN 58-2579365 and plan number 002. The latest loaded filing year is 2023. The filing reports 733 participants and $38,233,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Rock Sports LLC
- EIN
- 58-2579365
- Plan number
- 002
- Plan type
- 2
- Location
- Morehead City, NC
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $38,233,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20240830120824NAL0014892081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,233,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,233,129
- Net assets (BOY)
- $35,661,045
Income & contributions
- Employer contributions
- $875,479
- Participant contributions
- $2,568,931
- Total contributions
- $3,483,669
- Total income / additions
- $9,007,020
Expenses & distributions
- Benefits paid
- $6,287,015
- Administrative expenses
- $125,796
- Total expenses
- $6,434,936
- Net increase / (decrease)
- $2,572,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,190 | $0 | 2023 |
| Mma Securities | ADVISOR | $23,834 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $23,189 | not reported in the loaded dataset | 2023 |
| Pbmares | ACCOUNTANT/AUDITOR | $21,210 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,373 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Rock Sports LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morehead City, NC
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Pbmares — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation