Bob Mills Furniture Co. LLC 401(K) Psp — Form 5500 plan (Bob Mills Furniture Company 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, Bob Mills Furniture Co. LLC 401(K) Psp is a benefit plan reported by Bob Mills Furniture Company LLC under EIN 73-0801143 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $10,566,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob Mills Furniture Company LLC
- EIN
- 73-0801143
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $10,566,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241010133620NAL0011509395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,566,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,566,506
- Net assets (BOY)
- $8,733,716
Income & contributions
- Employer contributions
- $210,070
- Participant contributions
- $1,177,213
- Total contributions
- $1,399,276
- Total income / additions
- $2,849,509
Expenses & distributions
- Benefits paid
- $935,932
- Administrative expenses
- $52,818
- Total expenses
- $1,016,719
- Net increase / (decrease)
- $1,832,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,463 | $0 | 2023 |
| Access Financial Resources Inc | ADVISOR | $22,355 | not reported in the loaded dataset | 2023 |