Bvcaa, Inc. Retirement Plan — Form 5500 plan (Brazos Valley Community Action Agency, 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, Bvcaa, Inc. Retirement Plan is a benefit plan reported by Brazos Valley Community Action Agency, Inc. under EIN 74-1715140 and plan number 002. The latest loaded filing year is 2023. The filing reports 340 participants and $12,764,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brazos Valley Community Action Agency, Inc.
- EIN
- 74-1715140
- Plan number
- 002
- Plan type
- 2
- Location
- College Station, TX
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $12,764,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240916152955NAL0001148659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,764,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,764,933
- Net assets (BOY)
- $11,518,725
Income & contributions
- Employer contributions
- $232,394
- Participant contributions
- $440,200
- Total contributions
- $870,307
- Total income / additions
- $1,644,879
Expenses & distributions
- Benefits paid
- $357,329
- Administrative expenses
- $25,970
- Total expenses
- $398,671
- Net increase / (decrease)
- $1,246,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $25,970 | $0 | 2023 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | DIRECTED TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brazos Valley Community Action Agency, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in College Station, TX
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation