Bcc Engineering, LLC. Retirement Plan And Trust — Form 5500 plan (Bcc Engineering, 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, Bcc Engineering, LLC. Retirement Plan And Trust is a benefit plan reported by Bcc Engineering, LLC under EIN 65-0540100 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $36,518,430 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bcc Engineering, LLC
EIN
65-0540100
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
421
End-of-year plan assets
$36,518,430

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023421H, C20240627144409NAL0014720880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,518,430
Total liabilities (EOY)
$0
Net assets (EOY)
$36,518,430
Net assets (BOY)
$29,604,277

Income & contributions

Employer contributions
$827,608
Participant contributions
$2,643,057
Total contributions
$3,795,013
Total income / additions
$9,159,281

Expenses & distributions

Benefits paid
$2,115,386
Administrative expenses
$129,742
Total expenses
$2,245,128
Net increase / (decrease)
$6,914,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$64,642$02023
SpcADVISOR$46,359not reported in the loaded dataset2023
Resources Investment Advisors, LLCINVESTMENT ADVISOR$13,896not reported in the loaded dataset2023

Related Form 5500 pages