Bsf Profit Sharing And Employee Savings Plan — Form 5500 plan (Beaver Street Fisheries, 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, Bsf Profit Sharing And Employee Savings Plan is a benefit plan reported by Beaver Street Fisheries, Inc under EIN 59-0737364 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $31,574,454 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.6MPlan net assets, end of year$31,574,454
Participants244Covered participants reported
Assets / participant$129.4KComputed: assets ÷ participants$129,404 (computed)
Provider compensation$53.8K3 Schedule C provider row(s)$53,801
Plan sponsor
Beaver Street Fisheries, Inc
EIN
59-0737364
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20250430135234NAL0002807280001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31.6M total assets
Net assets$31.6MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$409.1K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$31,574,454
Total liabilities (EOY)
$0
Net assets (EOY)
$31,574,454
Net assets (BOY)
$27,237,052

Income & contributions

Employer contributions
$409,101
Participant contributions
$1,654,503
Total contributions
$2,063,604
Total income / additions
$6,171,943

Expenses & distributions

Benefits paid
$1,779,525
Administrative expenses
$53,657
Total expenses
$1,834,541
Net increase / (decrease)
$4,337,402
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$40,518not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,788not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,495$02023

Related Form 5500 pages