B & I Contractors, Inc. 401(K) Plan — Form 5500 plan (B & I Contractors, 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, B & I Contractors, Inc. 401(K) Plan is a benefit plan reported by B & I Contractors, Inc. under EIN 59-1107790 and plan number 002. The latest loaded filing year is 2023. The filing reports 872 participants and $16,388,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B & I Contractors, Inc.
- EIN
- 59-1107790
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 872
- End-of-year plan assets
- $16,388,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 872 | H, C | 20250811084642NAL0009826128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,388,749
- Total liabilities (EOY)
- $80,187
- Net assets (EOY)
- $16,308,562
- Net assets (BOY)
- $11,640,573
Income & contributions
- Employer contributions
- $653,522
- Participant contributions
- $2,036,946
- Total contributions
- $3,219,896
- Total income / additions
- $6,344,084
Expenses & distributions
- Benefits paid
- $1,527,216
- Administrative expenses
- $124,739
- Total expenses
- $1,676,095
- Net increase / (decrease)
- $4,667,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $77,772 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT MGMT | $26,338 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $14,331 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $11,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B & I Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation